Happy Holidays from Retirement Income Center!
It has been a great year, and Retirement Income Visions™ is now taking a well-deserved rest for the holidays. I wish you and your family happy holidays and a Happy New Year. I look forward to continuing to bring you innovative strategies for creating and optimizing retirement income beginning on January 7th.
If you miss our weekly posts, please visit Retirement Income Center (www.RetirementIncomeCenter.com) to learn more about how to plan, manage, and protect your retirement income.
Thank you for your continued support. It is much appreciated.
All the Best Always,
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.