Tax-Free Income for Life

I am not familiar with the author but I'm guessing he is paid by insurance companies or was for a long time. I think annuities do have a time and place as part of your total plan but this dude sells it pretty hard. I give this pitch and the first portion of the book making that pitch like zero stars.

The second half of the book walks through fairly detailed planning of converting a traditional 401k into a Roth IRA this part of the book I think is well thought out and well laid out. All the stars in my rating come from this portion of the book.

I might be too hard on annuities but I feel like if you've gotten into social security then you already have some form of annuity built into your retirement program. I don't know if they're cool enough to double down on. I do kind of like the idea of a life insurance vehicle that will pay for long-term care and provide a death benefit if you don't use it I'll have to look into it.