The Complete Retirement Protection Bundle

Every major retirement tax and planning decision explained in plain English — in one place.

The Complete Retirement Protection Bundle contains all nine of my individual kits plus two bundle-exclusive bonuses you cannot buy anywhere else.

WHAT'S INSIDE — 298 PAGES:

- IRMAA Bracket Toolkit — The Medicare surcharge nobody explains, with the SSA-44 appeal process and QCD strategy

- Beneficiary Audit Kit — Why beneficiary forms override your will, with the full audit for every account type

- RMD Age-73 Survival Kit — The 25% penalty trap, year-by-year calendar, broker call scripts

- Social Security Maximizer Kit — When to file, spousal and survivor benefits, the widow's penalty, the exact SSA phone script

- Roth Conversion Playbook — The 8-year window from retirement to 73, bracket-by-bracket strategy

- Medicare Enrollment Kit — All four parts explained, Medigap vs Advantage decision, enrollment windows

- Estate Protection Kit — Step-up basis, the "Where Everything Is" organizer, probate avoidance

- Widow's Financial Survival Kit — The first 30 days, survivor benefits, IRA rollover decision

- Annuity Escape Kit — Commission transparency, 1035 exchanges, when annuities make sense

PLUS TWO BONUSES ONLY IN THE BUNDLE:

- The Decade-by-Decade Retirement Roadmap — which kit to use in your 50s, 60s, 70s, 80s

- The Cross-Kit Reference Index — "if you're dealing with X, look here" topic navigation

WHAT MAKES THIS DIFFERENT:

Over 50 real case studies with specific names and dollar math. Over 40 printable templates, worksheets, cheat sheets, and phone call scripts. Written in plain English for intelligent readers approaching retirement — no jargon, no fluff. All content is educational reference material, explicitly not personalized financial, legal, tax, or medical advice.

FORMAT: Single PDF, 298 pages, readable on phone, tablet, computer, or printed.

DELIVERY: Instant — a download link is sent to your email the moment you purchase.

TOTAL VALUE:

— Individual kits if purchased separately: $343

— Bundle price: $197

— You save: $146 (43% off)

Written by Rabbi Mizrahi. Decades of helping families preserve wealth — now in one master volume.