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Craig Wear, CFP® @UCgfsINjw2EKu9FpyY69Es7Q@youtube.com

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After a thirty-two year career as an independent financial a


Welcoem to posts!!

in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c

Craig Wear, CFP®
Posted 3 months ago

It’s happening tonight. If you’ve got $1M+ in your IRA, join me at 20:00 CEST to learn how to avoid overpaying Roth taxes → rothevent.com/register

Most people don’t realize it until it’s too late…

They wait too long.
They convert too little.
They follow advice meant for average investors—then get hit with $300k+ in avoidable taxes.

This webinar is for IRA millionaires only.
And I’m showing you the exact system we’ve used with over 1,000 clients to convert smartly—before the 2026 tax hike closes the window.

🎯 If you’re serious about minimizing taxes, reducing IRMAA, and protecting your retirement, be there tonight.

🗓️ Tuesday, July 1
🕗 20:00 CEST | 1 hour
📲 Watch from any device
👇 Register now → rothevent.com/register

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Craig Wear, CFP®
Posted 3 months ago

Most Roth conversion advice doesn’t apply to you. I’m hosting a webinar on Tuesday to show how we help IRA millionaires do it right → rothevent.com/register

If you’ve got $1M+ in your IRA, you already know the stakes.

The usual "convert a little each year" strategy doesn’t cut it.
That’s made for people with $100k, not $1M+.
And if you follow it, the IRS will quietly collect hundreds of thousands in avoidable taxes—especially after 2026.

At Q3 Advisors, we work only with IRA millionaires.
We use a forward-looking tax model built specifically for people in your bracket—high income, high assets, and no room for guesswork.

This Tuesday, I’ll walk through the exact approach we use to help clients control their Roth tax bill, minimize IRMAA, and convert at the lowest lifetime effective rate possible.

📅 July 1st | 🕗 20:00 CEST
💻 Watch on any device | 🎟️ Register free → rothevent.com/register

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Craig Wear, CFP®
Posted 5 months ago

Do you have a 7-figure IRA — and wonder if waiting to convert could quietly cost you six figures in taxes?

This Tuesday, May 6th, 2025 at 2pm EST, I'm hosting a free live webinar on how to convert with confidence (even when the market’s a mess) and avoid:

❌ Hidden tax traps from growing RMDs
❌ Higher Medicare premiums and Social Security taxation
❌ Leaving your heirs with a surprise tax bill just to inherit your IRA

You’ll walk away with:


✅ Why “wait and see” may be the most expensive Roth strategy you never meant to use
✅ The real math on converting now — even at a higher bracket
✅ A proven framework we use ourselves when markets are volatile
✅ How IRA Millionaires are using this strategy to legally reduce lifetime taxes by $500K+

🗓️ Live Webinar: From Chaos to Clarity — A Proven Roadmap to Convert with Confidence
📅 Tuesday, May 6th, 2025
⏰ 2pm EST
🔗 Register here → q3.link/roth-conversion-webinar

Don’t miss this. I'm pulling back the curtain on the very strategy we’ve used to help IRA Millionaires avoid over $500,000 in unnecessary taxes — and we don’t sell financial products or manage investments.

– Craig Wear, CFP®

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