RetireShield All-Access
Every RetireShield guide, kit, course, tool and template, now and later, for one price.
One purchase opens the whole store in My Library: the 38 products ready today and every new one as it's released.
- 14 action kits, 49 guides, 13 full courses and more
- Anything you've already bought from us comes off the price
- 30-day money-back promise
RetireShield All-Access
or 3 payments of $349
Get All-Access for $997Pay in 3 monthly payments of $349Anything you have already paid us comes off the price. The 3 payments come to $1,047 in all. 30-day money-back promise.
Everything inside
Each product with the price it sells for on its own. Products marked "Added as it's released" are not finished yet. They arrive in your library when they are.
Action kits 14 in all · 14 ready today
Step-by-step kits with the forms, letters and state details for one problem.
Settlement & Refund Recovery System
Twelve official places money sits waiting: settlements, refunds, unclaimed property.
IRS Refund Recovery Kit
Get a stuck IRS refund moving and answer IRS letters.
The Benefits Checklist 2026–2027
Eleven programs most people over 65 never apply for, with your state's limits.
Social Security Claiming & Family Benefits Kit
What each claiming age pays, and the spouse and survivor money people miss.
Social Security Check Protection Kit
Get every payment on time and answer an overpayment letter.
SSI & Disability Action Kit
Apply for SSI or disability and answer SSA letters on time.
SNAP & Medicaid Renewal Organizer
Keep SNAP and Medicaid at renewal time without a gap.
Veterans Benefits Action Kit
VA benefits for veterans and surviving spouses, including Aid & Attendance.
2027 Medicare Open Enrollment Decision Kit
Weigh your plan against three others, then decide: keep, switch or wait.
Medicare Cost & Coverage Protection Kit
The drug-cost cap, programs that pay your premium, and beating a denial.
Retirement Tax & Withdrawal Planner
Which account to draw from each year to keep tax and Medicare premiums down.
Senior Property Tax & Home-Cost Relief Kit
Find and apply for every property-tax break for seniors in your state.
Bank Account & Debt Protection Kit
Keep collectors away from money they cannot legally touch.
Senior Fraud Defense & First-Hour Recovery Kit
What to do in the first hour after a scam: who to call, in what order, and the letters.
Guides and short courses 49 in all · 15 ready today
One problem each, in plain English, with a checklist.
Scam-Proof Your Accounts in a Weekend
Lock down bank, email, my Social Security and Medicare.gov in one weekend. 13 pages + large print.
Cut Your Retirement Tax Bill: 12 Moves
The 12 tax moves that matter after 65, from the senior deduction to giving from an IRA. 14 pages + large print.
Cut Your Medicare Bill
The right plan, the income surcharge and how to appeal it, the prescription cap. 11 pages + large print.
Cut Your House Costs
Senior exemptions, appealing your assessment, and home insurance. 11 pages + large print.
Make Your Savings Pay You
Insured accounts, CDs and Treasuries, a ladder, and withdrawal order. 11 pages + large print.
Protect Your Savings From Nursing-Home Costs
What care costs, what Medicare won't pay, and Medicaid's 5-year look-back. 10 pages + large print.
Pass It On Checklist
Beneficiaries, transfer-on-death deeds, and keeping it out of court. 11 pages + large print.
Find Money Owed to You
Eight official places money waits for you, all free to search. 10 pages + large print.
Claim Every Benefit
Nine programs for people 60+ that most never apply for, and the call that starts each. 10 pages + large print.
Give From Your IRA (QCDs)
Give to charity straight from your IRA after 70½, from checking you qualify to filing it right. 13 pages + large print.
The Roth Conversion Window
Convert a piece at a time in the low-tax years before Social Security and required withdrawals start. 16 pages + large print.
Lower Your Phone & Internet Bill
Eleven moves to a lower phone and internet bill. Most take one sitting and one or two calls. 12 pages + large print.
Senior Discounts Worth Asking For
Nine places to ask for a senior discount, with the words to use. 12 pages + large print.
Build a CD Ladder in an Afternoon
Split savings into safe CDs and Treasury bills that come due every few months, inside the FDIC limit. 12 pages + large print.
Beneficiary Audit
Find every beneficiary form on your IRAs, pensions and life insurance, then make each one right. 12 pages + large print.
Added as it's released (34)
- Find Unclaimed Money in Every State · Money owed
- Savings Bond Finder · Money owed
- Old Pension Finder · Money owed
- Life Insurance Policy Locator · Money owed
- Senior Deduction & Tax Return Walkthrough · Taxes
- RMD Done Right · Taxes
- Medigap vs. Medicare Advantage · Medicare
- Extra Help & Medicare Savings Programs · Medicare
- Prescription Cost Cutter · Medicare
- Medicare Billing Errors · Medicare
- Claiming Age Made Simple · Social Security
- Spousal & Survivor Benefits · Social Security
- Working While You Collect · Social Security
- Cut Home Insurance · Bills
- Cut Car Insurance After 60 · Bills
- Utility Help (LIHEAP) by State · Bills
- Property Tax Appeal · Bills
- Negotiate Medical Bills · Bills
- Credit Freeze in an Afternoon · Scams
- Spot the Scam Call · Scams
- Grandparent & Voice-Clone Scams · Scams
- Protect Mom & Dad · Scams
- Sell Your Stuff on Facebook Marketplace · Extra income
- eBay for Beginners Over 60 · Extra income
- Etsy Printables · Extra income
- Estate & Garage Sale Pro · Extra income
- Pet & House Sitting · Extra income
- Tutoring & Teaching Online · Extra income
- Consulting in Your Old Field · Extra income
- Mystery Shopping & Surveys: What Pays · Extra income
- Taxes & the Earnings Limit on Side Income · Extra income
- Treasury Bills on TreasuryDirect · Savings
- Transfer-on-Death Deed · Estate
- VA Aid & Attendance · Care
Done-for-you templates 11 in all · 8 ready today
Letters, scripts, worksheets and spreadsheets, already written.
Done-For-You Vault
Every template, letter, script and worksheet in the store.
Keep-It Worksheets & Checklists
A worksheet and checklist for every guide in the Keep-It Starter Bundle.
Done-For-You Packs (7 steps)
Filled-in forms, letters and scripts, one pack for each of the 7 Keep-It steps.
Family Emergency Binder
Everything the family needs if something happens, in one fill-in binder.
Letter packs (7)
Ready letters for SSA, IRS, banks, fraud, SNAP, Medicare, settlements.
101 Phone Scripts to Lower Your Bills
101 calls, word for word, for every company you pay. 23 pages + large print.
50 Letters to SSA, IRS, Banks & Insurers
Fill-in letters for overpayments, IRS notices, frozen accounts, denied claims and appeals. 50 letters, 113 pages.
Retirement Money Spreadsheets
Tax planner, claim tracker, budget and paycheck spreadsheets.
Added as it's released (3)
- 365 Facebook Page Posts
- Newsletter Starter Templates
- Listing Templates (eBay & Marketplace)
Full courses 13 in all · added as each is released
The complete method for one topic: video lessons and a workbook.
The Keep-It Plan
Lesson book and workbook are ready now. The 7 video lessons are added as they are released.
Added as it's released (12)
- Social Security Maximizer · Social Security
- Medicare Mastery · Medicare
- Retirement Tax System · Taxes
- Extra Income After 60 · Extra income
- Facebook Page Paycheck · Extra income
- A Newsletter From Your Kitchen Table · Extra income
- Sell It Online · Extra income
- Money Owed Recovery System · Money owed
- Safe Income From Savings · Savings
- Estate & Legacy System · Estate
- Protect Your Savings From Care Costs · Care
- AI for Retirees: Save and Earn With AI
Workshops and challenges 10 in all · added as each is released
Focused courses you work through in a sitting or over 30 days.
Added as it's released (10)
- Medicare Open Enrollment Workshop · Medicare
- 30-Day Bill Cutter Challenge · Bills
- Claim It in 30 Days · Money owed
- IRMAA Appeal Course · Medicare
- Rent a Room Safely · Extra income
- Part-Time Work After 60 · Extra income
- Downsizing Without Losing Money · Housing
- Reverse Mortgage, HELOC or Sell · Housing
- When a Spouse Dies: The First 90 Days · Estate
- Hyperspeed: First Sale in 7 Days · Extra income
AI helpers 8 in all · added as each is released
Web tools in My Library that write a letter, a script or a plain-English answer for you.
Added as it's released (8)
- Scam Checker
- Bill-Cut Script Writer
- Settlement Claim Matcher
- Letter Writer
- Benefits Finder
- Listing Writer
- Medicare Plan Explainer
- Retirement Money Coach On Demand
Books 3 in all · added as each is released
Keep-forever books to read, print or listen to.
Added as it's released (3)
- 100 Retirement Money Questions, Answered
- 2027 Retirement Money Planner
- Money Lessons for Your Grandkids
One-page cards 2 in all · added as each is released
Single-page references to keep by the phone.
Added as it's released (2)
- 2027 Key Numbers Card
- Monthly Money Gameplan
Bundles 7 in all · 1 ready today
Sets of the guides and courses on one topic.
The Keep-It Starter Bundle
All seven Quick-Start guides plus two bonus guides, for $9.
Added as it's released (6)
- Extra Income After 60 Bundle · Extra income
- Money Owed to You Bundle · Money owed
- Medicare Money Bundle · Medicare
- Social Security Bundle · Social Security
- Scam-Proof Bundle · Scams
- Bill Cutter Bundle · Bills
What it would cost one at a time
Real prices for what is ready today, added up.
Counted: 34 products that are ready today and have one price of their own. Not counted: bundles, the Done-For-You Vault and the letter and done-for-you packs, because they hold items already on this list, and anything not released yet. New products are added to All-Access at no extra cost.
The credit rule
What you've already paid comes off the price.
If you've bought anything from RetireShield before, you don't pay for it twice. We add up what you've paid us and take it off the $997.
Use the same email address you used before so we can find your orders. If something is missed, write to contact@retireshield.com and we'll put it right.
Is All-Access right for you?
It's for you if
- You're retired or close to it and want one place for every money question that comes up
- You'd rather follow a checklist than piece it together from websites
- You want the letters, scripts and forms already written
- You plan to work through more than a few topics: taxes, Medicare, Social Security, bills, scams, savings, estate
- You like getting new guides and courses without paying again
It's not for you if
- You only need help with one problem. Buy that one kit or guide instead.
- You want someone to manage your money or pick investments for you
- You want personal tax, legal or Medicare-plan advice. We teach the rules and hand you the paperwork.
- You'd want everything finished today. Some courses are still being made.
What happens after you buy
A receipt by email
Your receipt and a link to My Library arrive in your inbox right away.
My Library opens
Every ready product is there, sorted by topic. Read on screen or download.
Download and print
PDFs, large-print editions, Word files and spreadsheets are yours to keep.
New products appear
When a new product is released, it shows up in My Library at no extra cost.
Questions
What exactly do I get?
Every product listed on this page. Today that is 38 ready-to-use products. The other 79 are added to your library as each one is released, at no extra cost.
Some products say "Added as it's released." What does that mean?
Those are planned and not finished yet. We list them so you know what's coming. Each one appears in My Library when it's released, at no extra cost.
I already bought from RetireShield. Do I pay the full $997?
No. Everything you've paid us comes off. If you paid $76 before, All-Access costs you $921. Use the same email address you used before so we can find your orders.
How do the 3 payments work?
You pay $349 today and $349 in each of the next two months, $1,047 in all. You get everything on the first day. Nothing renews after the third payment.
Is this a subscription?
No. It's one purchase. There is no monthly fee and nothing renews.
Can I print things or get large print?
Yes. The guides come as PDFs you can print, and the large-print edition is included wherever one exists. Most guides also have a Word version you can type into.
Is this financial or legal advice?
No. RetireShield teaches how the rules work and hands you the forms, letters and steps. For a decision about your own money, taxes or health coverage, check with a licensed professional. RetireShield is not affiliated with any government agency.
What if it isn't right for me?
Email contact@retireshield.com within 30 days of buying and we'll refund you in full.
30-day money-back promise
If All-Access isn't right for you, email contact@retireshield.com within 30 days for a full refund.
Get the whole RetireShield store in one place.
38 products ready today, every new one as it's released, and credit for what you've already paid.
RetireShield All-Access
or 3 payments of $349
Get All-Access for $997Pay in 3 monthly payments of $349Anything you have already paid us comes off the price. The 3 payments come to $1,047 in all. 30-day money-back promise.