Client Center

Welcome to the Client Center. As a valued client of Retirement Income Center we invite you to log into the following suite of planning tools that work together to organize and simplify your financial life – anytime from wherever you happen to be.

Access Your Retirement Income System

Access Your TD Ameritrade Institutional Investment Accounts

Access Your Everplans Account

By accessing the links above, you are acknowledging that you are a current client of Retirement Income Center, and that you agree to the Terms of Use of this website.

PAY ROBERT KLEIN, CPA INVOICES

Pay your Robert Klein, CPA invoices through our secure online CPACharge® AffiniPay integration. We accept all major credit cards, debit cards, and eChecks. AffiniPay offers the only payment solution developed specifically for the needs of professionals and their clients. AffiniPay’s service includes one-click payment processing, advanced fraud protection, and security that exceeds internet standards.


 

How We Use Technology to Improve Retirement Planning

Bob Klein participated in a series of educational interviews with David Littell, the co-director of The New York Life Center for Retirement Income at The American College in Bryn Mawr, Pennsylvania on January 8, 2014. In this video, Bob discusses how he uses technology to improve retirement planning.

 

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

©2020 Robert Klein and Retirement Income Center. All rights reserved.

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