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Retirement Math: Benefits, Taxes, Solo Aging

A practical shelf for adults sorting out benefit shortfalls, tax-efficient income, and estate and caregiving choices, including those aging solo or childfree.

6 booksJuly 3, 2026

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Seven Common Misconceptions About Retirement Planningcrr.bc.edu How People Without Kids Can Plan for Retirement, Long-Term Care, and Estate...investopedia.com

Part of 710+ tracked lists·2 crossover shelves·91% reader overlap with Retirement Planning Books

1. The 5 Years Before You Retire, Updated Edition
Emily Guy Birken
Stepwise checklist for what to do in the five years before retirement tailored to readers worried about timing and...
Shelf signal: Retirement Planning
2. Tax-free Income for Life
David McKnight
Blueprint for building tax-efficient, guaranteed income streams to address benefit shortfalls and tax risk.
Shelf signal: Retirement Planning
3. J.k. Lasser's New Rules for Estate, Retirement, and Tax Planning
Stewart H. Welch III, Stewart H. Welch
Comprehensive, up-to-date handbook on estate, retirement, and tax planning covering legal and tax choices flagged by...
Shelf signal: Taxes & Your Money
4. Essential Retirement Planning for Solo Agers: a Retirement and Aging Roadmap for Single and Childless Adults
Sara Geber, Harry "Rick" Moody,
Targeted guidance for solo agers and childfree adults addressing the specific long-term-care, legacy, and social needs...
Shelf signal: Retirement Planning
5. A Richer Retirement
William P. Bengen
Technical guide to safe spending rates that helps readers model retirement income under reduced Social Security...
Shelf signal: Retirement Planning
6. My Mother's Money
Beth Pinsker CFP®, Beth Pinsker
Practical, compassionate navigation of end-of-life and caregiving financial decisions relevant to aging without...
Shelf signal: Retirement Planning
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