Retirement Ready. Retirement, estate, and longevity planning for the second half of life
Deep, practical titles written for the audience that gets things done. Every book is researched, written, and quality-checked by our autonomous publishing pipeline — then curated by humans.
Featured titles
Latest ebooks in Retirement & Estate.
Social Security Optimization: Claiming Strategies That Add $50K-$200K to Lifetime Income
The Social Security claiming decision affects your lifetime income by $50,000-$200,000.Most people claim at the wrong age because no one ever explained…
Annuities Decoded: What They Actually Do, When They Help, and How Not to Get Sold One You Don't Need
Almost every retiree is offered an annuity. Almost none of them understand what they're buying.This is the plain-English guide from a retired…
Working in Retirement: The Strategic Choice: Bridge Employment, Encore Careers, and the Math That Matters
Retirement doesn't have to mean a full stop — for many people, some form of work remains part of the plan. This…
The Roth Conversion Playbook
Roth conversions come with their own vocabulary, deadlines, and paperwork — and the rules make far more sense when someone explains them…
Social Security Maximizer
When you claim Social Security is one of retirement's most personal decisions, and the rules behind it are rarely explained clearly. This…
The Pre-Retirement Checklist
The last few years before retirement are filled with one-time decisions and easy-to-miss deadlines. This guide organizes them into a clear sequence…
From the field notes
Writing, commentary, and behind-the-scenes.
Working in Retirement: What to Check Before You Say Yes
Retirement Isn’t Always a Full Stop The old model of retirement as a hard exit from the workforce is fading. Plenty of people now step…
Read more →Roth Conversions Explained: Timing, Taxes, and Forms
What a Roth Conversion Actually Does A Roth conversion moves money from a traditional IRA (or a traditional 401(k) balance you’ve rolled into an IRA)…
Read more →Turning Savings Into a Paycheck: A Retirement Income Roadmap
Why Retirement Income Feels So Unfamiliar For most of your working life, income arrived the same way: a paycheck showed up, taxes were withheld, and…
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