One of the best books you’ll ever read about planning how to shuffle all your retirement sources of income with all their tax implications to get you the most spendable cash for your retirement and/or the largest legacy for your heirs. No easy answers here, but LOTS of food for thought!



This book gets more than a little technical, but that’s because he’s actually running the numbers for you under different scenarios with different goals. If you’ve thought about a reverse mortgage, you should read this. His numbers show only a single scenario where it’s best to have a reverse mortgage as your retirement “last resort.” But they can pay off in a number of other instances.