Thank you for completing our survey
Rothology may not be the right fit.
Based on your survey answers, you may not receive the full benefit of our advisory service. Craig’s complete library gives you another way to keep learning.
Why we’re suggesting a different next step
We’d rather be upfront about the fit than encourage you to book a consultation that may not be useful.
Our Rothology services focus on accelerated Roth conversions. Drawing on our research and experience, we use the survey to help identify the people whose circumstances are a good match for that approach.
This result is about the fit with our service. It doesn’t determine whether a Roth conversion makes sense for you. That depends on your individual tax and financial situation.
Go beyond the books
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The 7 Questions Workbook
Work through the questions that help you assess whether Roth conversions fit your retirement plan.
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Roth Conversion Mistakes webinar
A one-hour replay covering common mistakes to consider before you convert.
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A CPA’s perspective
Watch Craig’s interview with CPA Jay Tomkins about accelerated Roth conversions.
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Beyond the Books video series
Video lessons that expand on the strategies in Roth Conversion Reset.
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Paying the Piper
Craig’s additional book, included as a PDF.
Does my survey result mean I shouldn’t consider a Roth conversion?
No. The survey helps us assess the fit with our Rothology services; it is not a personalized recommendation for or against a conversion. The library can help you understand the concepts and prepare questions for a professional who knows your situation.
How do I get everything?
After payment, your order page and delivery email provide the book and audiobook downloads, plus a link to the course portal for the learning resources. Use the email address you enter at checkout for your access instructions.
Can I get printed copies too?
Yes. Add either printed book for $16, or both for $32. Standard U.S. shipping is included. Printed copies are produced to order through Lulu and ship separately from your digital delivery. The $47 digital library is included in every option. There is no subscription.
Do I need a consultation or a book purchase first?
No. Both book PDFs and both audiobooks are included. You can buy the library and work through the resources on your own, without booking a consultation.
Does this include a personalized conversion plan?
No. This is a self-study library, not an advisory service or a recommendation to convert. Use it to understand the concepts and prepare questions for your tax or financial professional.
Where should I start?
Start with either book, or listen to its audiobook. Use the workbook to organize your questions, then explore the webinar, CPA interview and video lessons. You can return to the material as you work through it.
How is the saving calculated?
The separate purchase total is $58.90: the $47 learning bundle, both book PDFs at $3.95 each, and the $4 Reset audiobook. The Secrets audiobook is already included in the learning bundle, so it is counted only once.
These resources are educational and do not provide advice specific to your tax or financial situation. See our refund policy for purchase terms.