Author Archives: Robert Klein

Bob Klein’s “Stock Market Window of Opportunity” Published in Retirement Daily

Bob Klein’s “Stock Market Window of Opportunity” Published in Retirement Daily

Bob Klein’s article, Stock Market Window of Opportunity was published in The Street’s Retirement Daily. How do staged Roth IRA conversion plans help you benefit from a stock market decline?.   Robert KleinRobert Klein, CPA, PFS, CFP®, RICP®, CLTC® is the founder and president of Retirement Income Center in Newport Beach, California. Bob is also the sole…

Bob Klein’s “Three Ways to Minimize Required Minimum Distributions” Published in Retirement Daily

Bob Klein’s “Three Ways to Minimize Required Minimum Distributions” Published in Retirement Daily

Bob Klein’s article, Three Ways to Minimize Required Minimum Distributions, was published in The Street’s Retirement Daily. Short of not making contributions to a qualified retirement plan, there are three ways to minimize required minimum distributions.   Robert KleinRobert Klein, CPA, PFS, CFP®, RICP®, CLTC® is the founder and president of Retirement Income Center in Newport Beach,…

“Exploring the NEW HECM Lending Limit with Shain Urwin!” Published on YouTube

“Exploring the NEW HECM Lending Limit with Shain Urwin!” Published on YouTube

Shain Urwin, retirement mortgage specialist with Fairway Independent Mortgage, joins Bob Klein to discuss the new HECM lending limit and other timely planning issues and strategies related to HECM mortgages in FINANCIALLY InKLEIN’d™‘s new video, Exploring the NEW HECM Lending Limit with Shain Urwin!   Robert KleinRobert Klein, CPA, PFS, CFP®, RICP®, CLTC® is the founder…

How to Enjoy a Guilt-Free Retirement

How to Enjoy a Guilt-Free Retirement

David Blanchett and Michael Finke’s research found that annuities may give retirees a psychological “license to spend” their savings in retirement.

Reduce Capital Gains Tax on the Sale of Your Business

Reduce Capital Gains Tax on the Sale of Your Business

Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT.

RMDs Required Again in 2021

RMDs Required Again in 2021

If you didn’t take distributions from your retirement plan and IRA accounts in 2020, you may be surprised by your 2021 RMD. Adviser Robert Klein explains how changes to the rules in 2020 will impact you in 2021 and beyond.

Six Stealth Taxes That Can Derail Your Retirement

Six Stealth Taxes That Can Derail Your Retirement

Six stealth taxes can increase your income tax liability and reduce your lifetime after-tax retirement income. Planning for each of them should begin long before and continue throughout retirement.

Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment

Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment

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…

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