Keep More of Your Money in Retirement
Dr. Harold Wong helps Arizona retirees do large Roth conversions, cut income taxes, and turn savings into reliable lifetime income — using academic research, not Wall Street hype.
No cost, no obligation. Meet with Dr. Wong at his Chandler office.
PhD, Economics (UC Berkeley, 1974) · Passed National CPA Exam (1979) · 400+ TV & radio appearances
· 14 years of local newspaper financial columns
I do NOT sell life insurance, stocks, bonds, mutual funds, or Wall Street products
Dr. Harold Wong is a tax advisor and financial educator located in Chandler, Arizona with more than 40 years of experience helping retirees keep more of their money. He earned his PhD in Economics in 1974 (UC Berkeley) and passed the National CPA Exam in 1979. For 14 years he has written financial newspaper columns — eight years for The Arizona Republic’s community section and, today, for several East Valley papers — and he has appeared as the guest expert on tax and financial topics on more than 400 TV and radio programs heard by more than a million people. His specialty is advanced retirement and tax planning, including large Roth IRA Conversions, tax reduction, and reliable retirement income. He does not sell life insurance,stocks, bonds, mutual funds, or Wall Street products.
Instead, he will be your trusted guide so you can reach your retirement dreams.
“What I help Phoenix, AZ area retirees do”
Smart Roth Conversions — Move money to tax-free accounts in a way designed to minimize the tax you pay to do it.
Lower Your Taxes — Find the deductions and strategies that reduce what you owe, year after year.
Reliable Lifetime Income — Turn your savings into steady income you won’t outlive.
Protect Your Nest Egg — Reduce exposure to market crashes, and avoid the scams that target retirees.
Free Guide: The Arizona Retiree’s Tax-Saving Checklist
Enter your email and I’ll send you my checklist of the top tax-saving moves for Arizona retirees in 2026
— including the new $6,000 senior deduction.
Or call me at:
480-706-0177
Ready to keep more of what you’ve earned?
Schedule a free, no-obligation strategy session with Dr. Wong at his Chandler office.
