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.

    You Have 10 Years to Empty Your Beneficiary IRAs If You Aren’t an EDB

    You Have 10 Years to Empty Your Beneficiary IRAs If You Aren’t an EDB

    If you are the beneficiary of a retirement or IRA account that you inherited after 2019, you need to familiarize yourself with the new SECURE Act rules to determine the applicable time frame for taking distributions in order to avoid potential sizable penalties.
    The post You Have 10 Years to Empty Your Beneficiary IRAs If You Aren’t an EDB appeared first on Retirement Income Center.

    Annuity.org

    Annuity.org

    Annuity.org has been providing visitors with carefully researched, timely information about annuities and structured settlements for nearly a decade. This free, comprehensive web resource offers professional insight from experienced financial experts on a variety of financial topics to help you make smart decisions about your money.
    The post Annuity.org appeared first on Retirement Income Center.

    Retirement Income Center Introduces Everplans to Retirement Planning Clients

    Retirement Income Center Introduces Everplans to Retirement Planning Clients

    Bob Klein and Harris Scher, Vice President of Strategic Partnerships with Everplans, presented a webinar to Retirement Income Center’s retirement planning clients to introduce them to Everplans. Everplans is a simple, secure digital tool that guides you step-by-step through the creation of a complete end-of-life plan that can be shared with loved ones. Retirement Income […]
    The post Retirement Income Center Introduces Everplans to Retirement Planning Clients appeared first on Retirement Income Center.

    Don’t Leave 50% of Your Spouse or Ex-Spouse’s Social Security Benefits on the Table

    Don’t Leave 50% of Your Spouse or Ex-Spouse’s Social Security Benefits on the Table

    Many individuals are unaware of one of the most overlooked Social Security strategies to enhance their lifetime benefits.
    The post Don’t Leave 50% of Your Spouse or Ex-Spouse’s Social Security Benefits on the Table appeared first on Retirement Income Center.

    Coronavirus Provides New Impetus for Probate Avoidance Planning

    Coronavirus Provides New Impetus for Probate Avoidance Planning

    Nothing is immune from the far-reaching tentacles of the coronavirus pandemic. One of the problems that can occur when a loved one passes has been exacerbated. The good news is that it can be avoided with proper planning.
    The post Coronavirus Provides New Impetus for Probate Avoidance Planning appeared first on Retirement Income Center.

    Contribute Your 2020 RMD to a Roth IRA

    Contribute Your 2020 RMD to a Roth IRA

    Although you can rollover, or return, your 2020 IRA and other retirement plan February 1st to May 15th distributions as a result of the 2020 waiver of RMDs, there's another strategy that you can use to reduce future years' income tax liability and optimize lifetime after-tax distributions for you and your heirs.
    The post Contribute Your 2020 RMD to a Roth IRA appeared first on Retirement Income Center.

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