Roth Conversion Reset by Craig Wear
The Roth Conversion Reset is a must-read guide for high-net-worth individuals looking to protect their retirement savings from excessive taxes. With Required Minimum Distributions (RMDs) and shifting tax laws threatening IRA millionaires, this book provides a roadmap to converting taxable assets into tax-free wealth. Financial expert Craig Wear explains proven Roth conversion strategies, how to avoid the RMD tax trap, and why today’s low-tax environment offers a unique opportunity for action. Readers will gain insights into overcoming emotional roadblocks, optimizing legacy planning, and leveraging charitable giving for tax efficiency. With real-world examples, case studies, and advanced planning tools, this book equips readers with the knowledge to take control of their financial future. Don’t wait until taxes rise—take action now to secure your wealth, minimize lifetime taxes, and ensure a lasting legacy for your heirs.
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Author Bio:
After a thirty-two year career as an independent financial adviser and Certified Financial Planner™, Craig sold his practice and focuses his business interest, experiences, and efforts toward alerting savers of the large tax obligations that are built into their retirement accounts.
This has birthed two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets. The tax issues are very real and a very large concern for many savers.
Rothology™ combines the art and science of financial planning to transition American families toward the goal of a tax-free future without buying financial products or changing advisors.
On a personal note, Craig and his wife travel and live full-time in their motorcoach to experience the great places and people across America.