180 episodes

Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, and protecting your retirement income. Visit us online at www.retirementincomecenter.com.

Retirement Income Center Author

    • Business

Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, and protecting your retirement income. Visit us online at www.retirementincomecenter.com.

    Avoid Unintended Consequences for You and Your Family

    Avoid Unintended Consequences for You and Your Family

    Erroneous or outdated beneficiary designations can result in distribution of retirement plan assets, life insurance policies, and annuity contracts to unintended beneficiaries, unfavorable income tax consequences, and expensive and protracted litigation in some cases.

    Bob Klein Discusses Roth IRA Conversions at The American College of Financial Services

    Bob Klein Discusses Roth IRA Conversions at The American College of Financial Services

    Bob Klein discussed Roth IRA conversions for the RICP® program at The American College of Financial Services in King of Prussia, Pennsylvania on November 11th and 12th. Bob teamed up with Dave Littell and Colin Slabach, two of the program’s professors, in the College’s studio to record educational videos for students.

    7 Reasons to Start a Staged Roth IRA Conversion Plan Today

    7 Reasons to Start a Staged Roth IRA Conversion Plan Today

    One underutilized strategy for optimizing the longevity of assets when planning for retirement is a staged, or multi-year, Roth IRA conversion plan. There are seven reasons to start this type of plan today.

    Is Your Widow(er) Included in Your Income Tax Plan?

    Is Your Widow(er) Included in Your Income Tax Plan?

    A surviving spouse who has the same, or even less, income will often be subject to higher federal, and potentially, state, income tax liability.

    Association for Long Term Care Planning (ALTCP)

    Association for Long Term Care Planning (ALTCP)

    The Association for Long Term Care Planning provides the latest reviews and ratings of insurers and has a list of shopping tips when buying a long-term care policy that can help consumers make a well-informed decision.

    Uneasy About the “A” Word? You’re Not Alone

    Uneasy About the “A” Word? You’re Not Alone

    When presented in the context of retirement income planning, fixed income annuities have proven to be the most appropriate and natural commercial solution for providing sustainable lifetime income.

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