Recommended reading.

Books we return to, and recommend to CPAs thinking seriously about the shift from accumulating assets to living on them.

Discover Your Money Temperament: A Common-Sense Guide to Financial Security

Discover Your Money Temperament draws on a vast understanding of behavioral finance to explore why we continually make bad money choices. Using self-deprecating humor and stories, McLyman offers a light and entertaining account of how our human nature conspires against us, and how our emotions impact our spending decisions.

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Guide to Social Security and Medicare: Income Maximization Strategies

Tom Hegna's annually-updated 36-page booklet explains why Americans should maximize their Social Security retirement and Medicare benefits. It provides useful advice, tips, and websites to increase your lifetime income from the Social Security Administration, potentially by tens of thousands of dollars.

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Retirement Alpha: How Mortality Credits Improve Retirement Outcomes

Looking for an alternative perspective on retirement planning? Retirement Alpha is a straightforward retirement guide based on math and science. Rather than getting bogged down in the market, it uses simple strategies with life insurance and annuities to help you obtain your own happily ever after.

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Paychecks and Playchecks: Retirement Solutions for Life

A guide for retirement built for uncertain markets like today's. The Paychecks and Playchecks strategy is a mathematically and scientifically proven approach to create a secure retirement no matter how long you live: enough guaranteed lifetime income to cover basic expenses, with the rest of your portfolio optimized for your playchecks.

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Don't Worry, Retire Happy! Seven Steps to Retirement Security

Your guide to straightforward retirement planning in uncertain times. Tom Hegna simplifies the journey with his 7 Steps to Retirement Security, showing how to make a trouble-free plan with a solid foundation, avoid a just-in-case retirement, and make the most from the least with the smallest amount of risk.

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The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement

McKnight provides a concise, step-by-step roadmap to reach the 0% tax bracket by the time you retire, effectively eliminating tax-rate risk from your retirement picture. This revised and updated edition adds a chapter on the 2017 Tax Cuts and Jobs Act and how to take advantage of it now.

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A note

These titles are listed for educational purposes only. They are not affiliated with, endorsed by, or reviewed by CPA Retirement Solutions, and a mention here is not investment, tax, or legal advice.

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