A retirement with guaranteed income, tax-free flexibility and protection from the risks that keep retirees awake at night. Available in paperback and Kindle editions on Amazon.
Tax strategy, Roth conversions, safe money, being your own banker, living benefits, and the plan that ties it all together. Read them in order or start with the one that fits where you are today. The set also makes a meaningful gift for children and grandchildren who are just starting out.
Retirement Tax Strategies and Wealth Design for Financial Freedom, From $250,000 to $100 Million and Beyond
The master blueprint: the three-bucket tax design, withdrawal sequencing, Roth conversions, charitable and state-tax strategies, and tier-by-tier playbooks that show how the same rules play out at every level of wealth.
"Six wealth tiers. Seven tax strategies. One playbook."
Your Plain-English Playbook for Roth Conversions, Ages 50 to 75
A decade-by-decade guide to moving retirement money from "taxed later" to "tax-free forever": filling cheap brackets, defusing RMDs, dodging IRMAA cliffs, and paying the conversion toll in the years when it is cheapest.
"The single most consequential tax-planning window for most people."
Annuities, IRA & 401(k) Rollovers, Roth Conversions and Tax-Smart Retirement Strategies for Ages 50 to 85
The safe-money companion to your Roth conversion plan: how fixed indexed annuities protect savings with a 0% floor, how rollovers work, and how guaranteed lifetime income builds a paycheck you can't outlive.
"Protect it. Grow it. Convert it to tax-free."
Be Your Own Banker with Fixed Index Universal Life: Tax-Free Income, Funding for College, Business, Real Estate, Retirement & Legacy
How a properly designed IUL policy can become a private bank of your own, protecting your family, growing without market losses, and lending to you on your own terms, plus the pitfalls to avoid.
"Protect your family. Grow your cash value. Borrow it tax-free."
How Life Insurance, Hybrid Long-Term Care and Annuity Riders Pay You While You're Living
The missing piece of every retirement plan: accelerated death benefits, chronic and critical illness riders, hybrid life/LTC policies, and annuity health riders that keep a health event from undoing a lifetime of saving.
"Plan for care. Protect your savings. Get paid while you're living."
A Lighthearted, Decade-by-Decade Plan From Age 20 to 75 for Guaranteed Income, Tax-Free Wealth, Asset Protection and Financial Freedom
The book that ties the series together: four spending buckets, the Rule of 72, three time buckets, an income floor that covers the essentials, how to judgment-proof your family, and Top 10 lists for the fun part, from bucket-list adventures to Bora Bora.
"Plan it. Guarantee it. Enjoy it."
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