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The session is teaching. In the last few minutes, Craig explains how to have our CFPs run the numbers for your specific situation — you can take him up on it or not. The material stands on its own either way.
Roth Conversion Masterclass · Next session in —:—:—
The proven strategy IRA Millionaires use to minimize Roth conversion taxes in 2026.
A free 35-minute masterclass with Craig Wear, CFP® — for savers 55+ with $1M+ in IRAs or 401(k)s within 10 years of retirement.
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The next Roth Conversion Masterclass is starting in just a few minutes — save your spot below.
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Presented by Craig Wear, CFP® · 38-year veteran advisor · Author of three #1 Amazon bestsellers, including Roth Conversion Secrets and Roth Conversion Reset
3,000+
families served
$10B+
projected lifetime taxes avoided
30,000+
attendees
In the next 35 minutes you'll learn
Three things that will change how you think about your IRA.
- 01
The forced-income problem your IRA success created.
How a $900K 401(k) at 65 quietly forces $1.8M–$3M of taxable income through RMDs — money you may not even need, taxed whether you like it or not.
- 02
The single biggest Roth conversion mistake.
Converting to the top of your current tax bracket instead of your optimal rate and timeframe — and the three things the math says you must do instead.
- 03
Three real client case studies.
Including the couple whose "safe" bracket-topping plan saved $459,000 — and how the optimal plan saved $1.8 million instead. Real numbers, three life stages.
Reserve my seat
Next class in —:—:—
The truth is…
Most financial advisors and CPAs don't focus on Roth conversions. That's why the strategy doesn't get the attention it deserves.
You're smart enough to know that paying the IRS more than necessary isn't good planning. Give us 35 minutes to walk you through the process we've used with 1,000+ clients to legally reduce Roth conversion taxes.
The best Roth conversion window is closing. Every year you wait can cost six figures or more in future taxes.
If conflicting advice from your advisor, your CPA, and the internet has left you unsure what's actually optimal — that's normal. This is genuinely complex. That's the point of the masterclass.
Client wins
Specific, measurable outcomes.
22 months to a tax-free retirement.
“4 years of Roth conversions done, 2 to go. I'm on track — it's so close it is scary.”
Nearly cost me millions.
“My reluctance to pay more upfront almost cost me millions. My advisor laid it out so clearly it convinced me to get it done.”
The plan achieved maximum savings.
“The demonstrated savings were remarkable. The Rothology plan achieved maximum savings without impacting our future cashflow.”
Names have been changed. Specific results or objectives achieved are relevant to the situation described. Results and objectives will vary in accordance with personal circumstances.
Before you register — here's what everyone wants to know.
Should my spouse watch with me?
Yes. Tax strategy, Social Security timing, survivor benefits — these decisions affect both of you. Couples who watch together make faster, more confident decisions.
What if I already have a financial advisor?
Most people we work with already have one. What we do is highly specialized — multi-year Roth conversion tax optimization — and complements your existing relationship rather than replacing it.
What if I'm already doing Roth conversions?
Great — you're ahead of most. The question is whether the amount, sequence, and timing you've chosen is actually optimal. Most DIY conversions leave meaningful money on the table.
Is there a cost to attend?
No. The masterclass is completely free. We want you to have the information you need to make informed decisions about your retirement — no cost, no commitment.
What if I can't finish the session?
You'll receive a replay link by email, so you can watch (or re-watch) whenever it's convenient.
How will my email be used?
We'll send your session link, a reminder, and the replay. We may also send educational content on Roth conversions — you can unsubscribe anytime. We never share your email with third parties.
What to expect
35 minutes, no fluff.
- When
- New session every 5 minutes — pick the next one that fits your day.
- Format
- 35 minutes of teaching with Craig — no fluff, no filler. Have a pen ready.
- Come prepared
- Have your most recent retirement account statement nearby so you can run the math alongside us.
- After you register
- You get instant access to the next session — it starts within 5 minutes. You'll also receive a confirmation email with your link and the replay.
Next masterclass in —:—:—