Bob Klein’s article, Avoid This Pitfall When Planning for IRMAA, was published in The Street’s Retirement Daily. How does income affect your Medicare Part B premium? How do you tackle IRMAA planning?
Author: Retirement Income Center Website
Bob Klein’s article, Doubling the Residential Exclusion is a Win-Win was published in The Street’s Retirement Daily. Since 1998, you can sell your home and exclude gain from your income of up to $250,000 (single filing) and up to $500,000 (married filing joint). But with inflation, shouldn’t that excludable amount be increased? Here’s an idea that would benefit individuals and the government.
Bob Klein’s article, Don’t Assume Your Financial Adviser Does Tax Planning was published in The Street’s Retirement Daily. Work with an adviser who, in addition to your investments, will help you with Social Security, Medicare, estate planning, insurance, and long-term care…and tax planning!
Bob Klein’s article, Indexing Strategies to Eliminate Stock Market Risk, was published in The Street’s Retirement Daily. Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk.
FINANCIALLY InKLEIN’d™‘s first video, Welcome to FINANCIALLY InKLEIN’d™!, has been published.
Welcome to FINANCIALLY InKLEIN’d™! introduces FINANCIALLY InKLEIN’d™ and Bob Klein, the channel’s creator. The video encourages pre-retirees and retirees who want to learn how to plan for the decumulation stage of retirement and increase the longevity of their assets to subscribe to FINANCIALLY InKLEIN’d™.
Retirement Income Center’s YouTube channel has been rebranded to FiNANCIALLY InKLEIN’d™. FINANCIALLY InKLEIN’d™‘s motto is “Optimizing Your Retirement Income.”
Bob Klein created FINANCIALLY InKLEIN’d™ to help pre-retirees and retirees, alike, plan for and experience a less stressful and more financially rewarding retirement. The purpose of FINANCIALLY InKLEIN’d is to educate its audience about innovative strategies for creating and optimizing their after-tax retirement income.
Bob Klein’s article, 6 Proven Retirement Income Planning Strategies Beginning at Age 62 was published in The Street’s Retirement Daily. Beginning at age 62, it’s important to develop strategies for creating after-tax retirement income to optimize the longevity of your assets for the rest of your life.
Bob Klein was interviewed by Reverse Mortgage Daily to discuss how reverse mortgage professionals can partner and network with financial advisors in a recent article, Financial Planner Shares Advice to Reverse Mortgage Pros on Gaining Referrals.
Reverse Mortgage Daily featured a conversation between RMD editor Chris Clow and Bob Klein in its most recent edition of The RMD Podcast. In the conversation, Clow and Klein discuss the state of reverse mortgage product education to borrowers and professionals, the reticence many financial planners have about discussing reverse mortgages with clients, and advice to reverse mortgage originators about approaching financial planners to serve as referral partners.
Reverse Mortgage Daily published an article, Financial Planner Shares Journey of Reverse Mortgage Discovery, and How to Unlock More Participation. The article discusses Bob Klein’s discovery of reverse mortgages as a tool that can be presented to clients as a potential solution as part of their holistic retirement income plan.
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Bob Klein Interviewed by Don Graves
Bob Klein was interviewed by Don Graves, RICP and President and Founder of HECM Advisors Group, about Bob’s recent Retirement Daily article, 5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage.
Bob Klein’s article, 5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage that was published on August 24th in Retirement Daily was featured in Reverse Mortgage Daily
Bob Klein’s article, 5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage, was published in The Street’s Retirement Daily. There are five key financial metrics that should be analyzed individually and collectively when considering a HECM.
Retirement Income Center’s YouTube channel topped 100 subscribers today. The channel was launched in January to promote Retirement Income Center’s mission to 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.
Bob Klein’s article, How to Enjoy a Guilt-Free Retirement, was published in The Street’s Retirement Daily. Fixed income annuities could be the key to limiting your financial guilt in retirement.