Categories
Resources Retirement

CNBC

CNBC Retirement provides daily coverage of a wide variety of timely retirement planning topics.

CNBC Retirement provides daily coverage of a wide variety of timely retirement planning topics.

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.