Special Reports
Cashing In on Congress’ $350,000 Retirement ShockerThis 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. |
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The New Rules of RetirementThis report serves as the cornerstone of my work. It quickly and simply helps retirees solve the two biggest, most overlooked threats to their retirement. |
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Gimme Shelter: Hidden Real Estate Tax Bombs to AvoidIf your home is your most valuable asset – you must read this now. |
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Your 20-Minute Estate Plan: Building a Lasting LegacyA comprehensive, easy-to-understand report that shows simple ways that heirs can avoid paying needless taxes on an inherited IRA. |
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The Truth About AnnuitiesNot 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. |
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How to Insure Your Way to a Rock-Solid RetirementThis report explains a few simple ways to protect assets and reduce costs in all areas of insurance. |
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How to Inflation-Proof Your Nest EggLearn all about the different types of ETFs and related funds out there in this special report. |
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IRA Investment Guide: A Roadmap for Avoiding the Tax Traps and PenaltiesIndividual 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. |
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Keep Your Nest Egg Safe from the IRS Money GrabThis report is jam-packed with new strategies and big secrets that turn conventional tax-saving thinking on its ear. |
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Tax-Free Income for Life StrategyThere 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. |
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Securing Your Retirement IncomeThis report answers the question: What’s the maximum amount you can spend each year and not risk running out of money? |
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Planning Your Dream RetirementThis invaluable guide cuts right to the chase and reveals strategies that can be used right away to increase retirement income. |
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To My Heirs: A Book of Financial Wishes and InstructionsI’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. |
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5 Easy Chair Portfolios to Fund Your Retirement DreamsThis report reviews how investors should select from these 5 different portfolios. |
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The Essential Guide for Retiring in the 2020sThe 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. |
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Retirement Know-How: How to Get the Most out of Your RetirementIn this special report, I reveal seven secrets that can help people plan for a richer retirement. |
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The Retirement Dead Zone: How to Survive the Worst Decade for Retirees in American HistoryOver 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. |
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The New American Retirement Plan: The Breakthrough Blueprint for Maximizing Your Retirement SecurityAs the rules for retirement continue to change, Americans need to be two, three, even four steps ahead to protect their nest eggs. |
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Survive the 2024 Squeeze: Protect Your Retirement MoneyI’ll share my newest breakthrough strategies for protecting assets and growing portfolios, including how to prepare for the next market downturn. |
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Protect Your Cash Flow: The 76% Income Boost StrategyIn this report, I’ll show investors how to get a strategy to boost their retirement income by as much as 76%. |
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Solving the Key Retirement ProblemI created this unique video presentation that reveals the four simple strategies to shelter your assets and income from this almost inevitable pitfall of retirement. |
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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. |
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