For the Family That Refuses to Leave Money on the Table

The retirement decisions that quietly cost most families $40,000 to $200,000 — and how to keep that money.

Nine guides written for the family who was never told what the wealthy already know about Social Security timing, Roth conversions, Medicare brackets, RMDs, and beneficiary forms. The Rabbi has spent fifty years helping families keep what they earned. Now it is yours.

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Fifty-plus years counseling families on retirement.

Used by readers in 47 states.

Updated for SECURE Act 2.0 (2025).

Instant PDF — yours forever.

What most families lose — quietly, every year.

$60,000 to $182,000

Lifetime Social Security dollars left on the table by claiming at the wrong age.

$40,000+

Average tax overpayment by retirees who never converted to Roth before RMDs began.

$2,460 a year

Surprise Medicare premium surcharge from crossing an IRMAA bracket by a single dollar.

These are not opinions. These are the numbers the wealthy already plan around. The Library shows you how.

The Complete Library — nine bound volumes

All nine volumes included

From the Complete Library · 9 Volumes · 298 Pages

Nine volumes. One download. $197.

If you would rather start free, scroll to the end for the 12-question retirement checklist.

9 Volumes

I. Social Security Maximizer
II. Roth Conversion Playbook
III. Medicare Enrollment Kit
IV. Estate Protection Kit
V. Widow's Financial Survival Kit
VI. Annuity Escape Kit
VII. RMD Survival Kit
VIII. IRMAA Bracket Toolkit
IX. Beneficiary Audit Kit

298 pages. Decision worksheets, comparison tables, and the exact scripts to use with Social Security and Medicare.

$353 if purchased separately $197 today

Get the Complete Library — $197

Every volume in The Complete Library

III

VII

VIII

Or begin with a single volume.

Each stands alone. Most readers start with the one that worries them most and work outward from there.

Fifty years. One quiet conviction.

He grew up in a family that knew where the money went and why. Tax tables at the dinner table. Estate documents reviewed every five years. The kind of conversations most American families never had — and were never invited to.

For five decades, he has watched good, hardworking families lose six figures to decisions no one warned them about. A claiming age. A bracket. A beneficiary form filled out in 1987 and never touched again. Decisions the wealthy already know how to make.

The Library is what he wishes every family had been handed a decade before they needed it. Nothing held back. Written the way he would explain it to his own children — because he already has.

The retirement decisions that quietly cost most families $40,000 to $200,000 — and how to keep that money.

What most families lose — quietly, every year.

Nine volumes. One download. $197.

Or begin with a single volume.

Fifty years. One quiet conviction.

From the families who have already read.

Questions, answered plainly.