Deliver unparalleled holistic advice and service tailored to each client’s retirement income and other financial planning goals that provides a sense of relief and security, allowing all clients to feel they are being taken care of and empowered by someone with an intimate knowledge of their needs.
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 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.
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.
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.
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 |
This article was originally published in, and has been reprinted with permission from, Retirement Daily. Distributions from a traditional 401(k) plan are generally taxable as ordinary income at your regular income tax rates. This includes pre-tax contributions plus earnings. If your traditional 401(k) plan is rolled over to a traditional IRA, the same rule applies… Continue Reading
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.
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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
©2021 Robert Klein and Retirement Income Center. All rights reserved.
