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Special Reports

Cashing In on Congress’ $350,000 Retirement Shocker

This fast reading report brings investors up to speed on the two additional major changes coming out of Congress that could let them add an additional $350,000 to their retirement.

Special Report

The New Rules of Retirement

This report serves as the cornerstone of my work. It quickly and simply helps retirees solve the two biggest, most overlooked threats to their retirement.

Special Report

Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid

If your home is your most valuable asset – you must read this now.

Special Report

Your 20-Minute Estate Plan: Building a Lasting Legacy

A comprehensive, easy-to-understand report that shows simple ways that heirs can avoid paying needless taxes on an inherited IRA.

Special Report

The Truth About Annuities

Not all annuities are created equal, so I will give you the details on every kind of annuity out there… to help you determine which one might be right for you.

Special Report

How to Insure Your Way to a Rock-Solid Retirement

This report explains a few simple ways to protect assets and reduce costs in all areas of insurance.

Special Report

How to Inflation-Proof Your Nest Egg

Learn all about the different types of ETFs and related funds out there in this special report.

Special Report

IRA Investment Guide: A Roadmap for Avoiding the Tax Traps and Penalties

Individual Retirement Arrangements (IRAs) are among the most valuable assets most Americans have when they begin retirement. In this report, we focus on the rules for investing IRAs.

Special Report

Keep Your Nest Egg Safe from the IRS Money Grab

This report is jam-packed with new strategies and big secrets that turn conventional tax-saving thinking on its ear.

Special Report

Tax-Free Income for Life Strategy

There is a way for retirees to collect thousands of dollars per month for the rest of their lives – tax-free. Plus, this tax-free income source is 100% legal and approved by the IRS.

Special Report

Securing Your Retirement Income

This report answers the question: What’s the maximum amount you can spend each year and not risk running out of money?

Special Report

Planning Your Dream Retirement

This invaluable guide cuts right to the chase and reveals strategies that can be used right away to increase retirement income.

Special Report

To My Heirs: A Book of Financial Wishes and Instructions

I’ve said many times the best gift you can leave your heirs is a book of key financial and personal data. This report will help you gather all the facts in one place.

Special Report

5 Easy Chair Portfolios to Fund Your Retirement Dreams

This report reviews how investors should select from these 5 different portfolios.

Special Report

The Essential Guide for Retiring in the 2020s

The little-known strategies in this report will show retirees how to stop worrying about outliving their money and enjoy every moment of their retirement years.

Special Report

Retirement Know-How: How to Get the Most out of Your Retirement

In this special report, I reveal seven secrets that can help people plan for a richer retirement.

Special Report

The Retirement Dead Zone: How to Survive the Worst Decade for Retirees in American History

Over 186 pages of actionable advice that’ll allow retirees to enjoy a financially secure, worry-free retirement—no matter what state the economy’s in or how bad inflation gets, or how many more retirees enter the market.

Special Report

The New American Retirement Plan: The Breakthrough Blueprint for Maximizing Your Retirement Security

As the rules for retirement continue to change, Americans need to be two, three, even four steps ahead to protect their nest eggs.

Special Report

Survive the 2024 Squeeze: Protect Your Retirement Money

I’ll share my newest breakthrough strategies for protecting assets and growing portfolios, including how to prepare for the next market downturn.

Special Report

Protect Your Cash Flow: The 76% Income Boost Strategy

In this report, I’ll show investors how to get a strategy to boost their retirement income by as much as 76%.

Special Report

Solving the Key Retirement Problem

I created this unique video presentation that reveals the four simple strategies to shelter your assets and income from this almost inevitable pitfall of retirement.

Special Report

The SECURE Act 2.0: Retirement Goldmine… or Minefield?

Investors must have an advance warning on how to deal with each provision of the SECURE Act 2.0, and that’s what you’ll find in this easy-to-understand report.

Special Report

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