Firm News

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?.


By Robert Klein

Robert Klein, CPA, PFS, CFP®, RICP®, CLTC® is the founder and president of Retirement Income Center in Newport Beach, California. Bob is also the sole proprietor of Robert Klein, CPA. Bob applies his unique background, experience, expertise, and specialization in tax-sensitive retirement income planning strategies to optimize the longevity of his clients’ after-tax retirement income and assets. He does this as an independent financial advisor using customized holistic planning solutions based on each client’s needs and personality.