18 Retirement Planning Books to Help You Achieve Success When You Retire

Best Investment Books

3. Get What’s Yours – The Secrets to Maxing Out Your Social Security by Laurence J. Kotlikoff, Philip Moeller, and Paul Solman

This book does a great job of addressing the confusing process of receiving Social Security and coming out with the most benefits possible. It includes strategies that have been written by successful financial commentators that have gone unpublished in other books on the same topic.

There are a total of 2,728 rules of the Social Security system, and all have explanations to go along with them. Because this kind of document is not easily read by the common person, the authors of Get What’s Yours use this book to explain these rules in a way that is comprehensive yet simple to understand. They also teach the reader how making wrong decisions can have a long-term negative impact on one’s finances.

While many personal finance books touch briefly on Social Security, none of them offers the full, authentic, and conversational analysis that this book has. The authors use basic strategies and incorporate relevant stories so the reader can relate to the topic.

Get What’s Yours goes over some of the most frequent benefit scenarios that retired married couples face, along with divorced retirees, widows, and widowers. It offers advice for people who are in tough situations, such as retired parents of dependent children, those who have disabilities, and eligible beneficiaries who continue to work.

It talks about the tax implications of your choices, in addition to the financial implications for your other investments. This invaluable book is great for anyone who is approaching retirement age.

3 of 18

Leave a Reply

Your email address will not be published. Required fields are marked *