Are You Truly Ready for Retirement?

Preparing for retirement is a monumental task. Unlike traditional wealth management firms that focus solely on investments, Retirement Income Center is different. We place unique emphasis on retirement income planning and protection strategies.
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Retirement Planning Doesn't Have to Be Complicated

True, there are a lot of moving parts in your retirement plan. Investments. Taxes. Insurance. When you work with Retirement Income Center, you work with an adviser who listens to you and understands how all of the pieces of the puzzle fit together.
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Shifting Priorities in Your Golden Years

As Mark Twain famously observed, "I am more concerned with the return OF my money than the return ON my money." We understand that when you are nearing or in retirement, you are more sensitive to loss than to gain, and that you are not as concerned about your net worth as changes in it.
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Visualize the Possibilities
Asset-Map is a tool that allows you to see your financial situation on one page. With intuitive mind map-like diagramming, you can understand your finances like never before and make more-informed decisions about your financial future.
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RETIREMENT INCOME VISIONS™

Authored by renowned retirement expert Bob Klein, Retirement Income Visions™ provides meaningful and diverse insights on everything from tax planning to fixed income annuities, with a focus on innovative strategies for creating and optimizing retirement income.
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RESOURCES FOR YOUR RETIREMENT

We have assembled and curated one of the Internet's most comprehensive collections of websites, blogs, publications, calculators, and other tools designed to help you with your retirement income planning needs.
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Download Our Free eBook

Listening to our clients, anticipating their needs, and providing extraordinary value distinguishes Retirement Income Center from other firms. Click the link below for a complimentary copy of our eBook, "6 Steps for Successful Investing."
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Planning. Managing. Protecting.

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.

PLANNING

Planning is the first and most important step in providing outstanding service for our clients. At Retirement Income Center, we have a dedicated process to help build your custom, comprehensive Retirement Income Plan.

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MANAGING

Prudent retirement income planning strategies begin with thoughtful, conservative investment strategies and management. At Retirement Income Center, we offer Investment Advisory and Fixed Income Annuity Services.

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PROTECTING

At Retirement Income Center, we take income protection very seriously. With proper plan protection, the potential for financial devastation in the event of disability, death, illness, or other personal crisis will be minimized.

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About Retirement Income Center

Robert Klein is the founder and President of Retirement Income Center, a Registered Investment Advisor, located in Newport Beach, California. Bob founded the firm in 2012 in order to promote his specialization and expertise in retirement income planning.

Bob has been interviewed on several radio talk shows. He has been quoted, and his expertise featured, in various publications, including The Wall Street Journal, MarketWatch, Forbes, CNBC, Yahoo! Personal Finance, InvestmentNews, Financial Advisor Magazine, Retirement Advisor Magazine, Wealth Manager Magazine, Retirement Income Journal, InsuranceNewsNet, LifeHealthPro, AnnuityNews, Bankrate.com, and Wells Fargo Small Business Roundup Newsletter.

Certified Public Accountant

Personal Financial Specialist

CERTIFIED FINANCIAL PLANNER™ Professional

Retirement Income Certified Professional®

Certified in Long-Term Care

Master of Business Administration

Master of Science in Taxation

Latest Retirement Income Visions™

5 Retirement Plan Beneficiary Mistakes to Avoid

August 31, 2020

When you die, you want to make sure that your assets are distributed to your intended beneficiaries. The transfer of retirement plans at death is controlled by beneficiary forms associated with individual plans. Beneficiary forms supersede all other estate planning documents. Directly named, or designated, beneficiaries will be the ones who receive the funds. Beneficiary mistakes can… Continue Reading

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Authored by renowned retirement expert Bob Klein, Retirement Income Visions™ provides meaningful and diverse insights on everything from tax planning to fixed income annuities, with a focus on innovative strategies for creating and optimizing retirement income. Complete the simple form below to subscribe to all the latest updates.

LET’S START THE CONVERSATION

Asset-Map is a tool that allows you to see your financial situation on one page. With intuitive mind map-like diagramming, you can understand your finances like never before and make more-informed decisions about your financial future.

5020 Campus Drive
Newport Beach, CA 92660-2120
Phone: (949) 251-0910 or Toll Free: Plan2Retire (844-752-6273)

Email: info@RetirementIncomeCenter.com

Advisory services offered through Retirement Income Center, a Registered Investment Advisor