⚡ Launch Price — $19.95 for a limited time. Full price returns soon.
Retirement Tax Channel

YOU WATCHED
THE VIDEOS.
YOU STILL DON'T KNOW
WHERE TO START.

736 people commented on our most-watched video. The most common words? "I had no idea." "Nobody told me." "I'm 64 and just now hearing this." This guide gives you the starting point everyone else skipped.

  • ✓Finally know where to start — with a 30-day step-by-step plan
  • ✓Get answers for YOUR situation — not generic advice that doesn't apply
  • ✓Walk into your next meeting with the questions your advisor won't bring up
  • ✓Works for USA and Canada — updated May 2026
Yes — I Want the Guide →

📦 Instant PDF download  ·  USA & Canada Edition

$19.95 Launch
Kevin Retires
THE RETIREE'S
AI RESEARCH
GUIDE
How to Find, Verify & Use Retirement
Information Before You See a Professional
Using Claude, Gemini & Grok
Covers USA and Canada
By Kevin Retires
May 2026 — All sources verified
13
13 ChaptersComplete PDF
US
CA
USA + CanadaBoth countries
$0
Start at $0Free AI plans work
SSL
Secure CheckoutStripe & PayPal
Sound Familiar?

THESE ARE REAL COMMENTS
FROM PEOPLE JUST LIKE YOU.

We didn't write these. Your fellow retirees did — under our most-watched videos. If any of them hit close to home, this guide was written for you.

"The exhaustion from trying to listen to all this and not know where to start."

You've watched the videos. You know the rules exist. But nobody gave you Step 1. The guide does — with a day-by-day, week-by-week plan that starts from zero.

"I missed a lot because the preparer said he already submitted it."

Your tax preparer filed before you knew what to ask. Deductions disappeared because you didn't know they existed. This guide gives you the questions — before you walk in the door.

"I am 64 and am just now hearing this. Oops."

Every week that passes without knowing these rules is a week you can't get back. The window closes. Roth conversions, gap years, IRMAA lookbacks — they all have deadlines.

"Would like scenarios for single retirees."

Widows. Pensioners. People still working at 65. Generic advice doesn't fit you. The AI prompts in this guide are built to answer YOUR numbers, YOUR state, YOUR situation.

What's Inside

THE STARTING POINT
NOBODY GAVE YOU.

Here's a taste. The method, the strategies, and the exact sources are inside the guide — not on this page.

Where to Start — Day by Day

The #1 problem isn't knowledge — it's overwhelm. The 30-day plan breaks everything into 30-minute daily steps. Day 1 is free. By day 30, you're ready for any advisor meeting.

Inside the guide

Your Situation. Your Numbers.

Single? Widow? Pension? Still working? The AI prompt templates are built to be personalized — your age, your state, your income sources. No more generic advice that doesn't apply to you.

Inside the guide

What Your Preparer Missed

The $6,000 Senior Bonus. The QCD strategy. The IRMAA lookback. Real provisions in the tax code that real preparers skip — because you didn't know to ask about them.

Inside the guide

How to Trust an AI Answer

AI can be confidently wrong. The Triple-Verification Method uses three tools plus official government sources — so you know before you act whether the answer is real or fabricated.

Inside the guide
The Difference

BEFORE THIS GUIDE.
AFTER THIS GUIDE.

These are the shifts that happen when you stop guessing and start preparing.

→
"The exhaustion from trying to listen to all this and not know where to start"
Opening the guide on Day 1 and knowing exactly what to do for the next 30 minutes
→
"I missed a lot because the preparer said he already submitted it"
Walking in with a printed list of questions — before the preparer touches your return
→
"I had no idea my small pension pushed me to 85% Social Security taxation"
Asking Claude about YOUR pension, YOUR SS income, YOUR state — and getting the math
→
"This is so complicated I got a headache just watching"
A checklist. A method. One topic per day. Verified against official sources. No headache.
→
"I am 64 and am just now hearing this. Oops."
Knowing the deadlines — Roth window, IRMAA lookback, Senior Bonus — before it's too late
KR
About the Author

KEVIN RETIRES

Retirement Tax Channel

Kevin has spent years watching retirees walk out of professional meetings having left money on the table — not because of bad advisors, but because of the questions they didn't know to ask.

The Retirement Tax Channel exists for one reason: to give every retiree the same advantage that informed clients have — before the meeting starts.

This guide was updated May 4, 2026 and verified against official US and Canadian government sources.

Get the Guide

ONE PAYMENT.
EVERY MEETING. FOREVER.

Complete Edition — USA + Canada
The Retiree's AI Research Guide
By Kevin Retires — May 2026 Edition
$39
$19.95
🚀 Launch Price
One-time payment  ·  Instant PDF download
  • ✓The 30-Day Plan — finally know where to start
  • ✓AI prompt templates personalized to YOUR situation
  • ✓Triple-Verification Method — never trust wrong AI answers
  • ✓The questions your preparer won't bring up
  • ✓Official government source directory — IRS, SSA, CRA
  • ✓All 2026 tax changes + One Big Beautiful Bill included
  • ✓USA & Canada — complete coverage, both countries
Download the Guide Now →
🔒 Secure Checkout  ·  Instant PDF Delivery
Questions

BEFORE YOU BUY

I'm a widow / single / still working — will this apply to me? +
Yes. The prompt templates inside the guide are designed to be personalized. You fill in YOUR age, YOUR state or province, YOUR income sources and filing status. The AI then answers based on your specific situation — not a generic example. Whether you're a widow managing an inherited IRA, a single retiree with a pension, or still working past 65 — the method works the same way.
Do I need to be tech-savvy to use this? +
Not at all. The guide is written specifically for retirees who may be completely new to AI tools. Every step is explained clearly — how to create free accounts, how to copy the prompt templates, and how to find the official government sources to verify the answers.
How much does it cost to use the AI tools? +
All three AI tools — Claude, Gemini, and Grok — have free plans. You can use the full method in this guide at zero extra cost. Claude Pro at $20/month gives better results on complex tax questions, but it is not required.
Does this work if I live in Canada? +
Yes. A full chapter and dedicated prompt templates cover Canadian retirement topics — CPP, OAS, the 2026 clawback threshold, RRSP/RRIF/TFSA strategy, pension income splitting, and estate planning. All Canadian sources trace to Canada.ca and the CRA.
Can I trust AI for tax questions? +
Not on its own — and that is exactly the point of this guide. AI tools can give confident but wrong answers. The Triple-Verification Method inside this guide is specifically designed to catch those errors before you act on them. The guide never suggests replacing your professional advisor.

EVERY WEEK YOU WAIT
IS A WEEK YOU
CAN'T GET BACK.

The Roth window closes. The IRMAA lookback locks in. The preparer files without asking. The guide is ready. You just need to start.

Download for $19.95 →

Launch price  ·  Secure checkout  ·  USA & Canada