Retirement Income Center News

Bob Klein’s “Don’t Qualify for a Coronavirus-Related Distribution? There’s Always 72(t)” Published in Retirement Daily

Bob Klein’s “Don’t Qualify for a Coronavirus-Related Distribution? There’s Always 72(t)” Published in Retirement Daily

Bob Klein’s article, Don’t Qualify for a Coronavirus-Related Distribution? There’s Always 72(t), was published in The Street’s Retirement Daily. Don’t qualify for the CRD tax break? There’s another strategy you can use to avoid tax penalties on premature distributions from retirement plans this year.

Bob Klein’s “5 Retirement Plan Beneficiary Mistakes to Avoid” Published in Retirement Daily

Bob Klein’s “5 Retirement Plan Beneficiary Mistakes to Avoid” Published in Retirement Daily

Bob Klein’s article, 5 Retirement Plan Beneficiary Mistakes to Avoid, was published in The Street’s Retirement Daily. Mistakes can result in retirement plan assets being transferred to unintended beneficiaries. Make sure your assets are distributed the way you intend.

Bob Klein’s “How to Maximize Your Lifetime After-Tax Income With Your 401(k)” Published in Retirement Daily

Bob Klein’s “How to Maximize Your Lifetime After-Tax Income With Your 401(k)” Published in Retirement Daily

Bob Klein’s article, How to Maximize Your Lifetime After-Tax Income With Your 401(k), was published in The Street’s Retirement Daily. Winning at the 401(k) game requires strategic play focused on the objective of maximizing lifetime after-tax distributions.

Bob Klein’s “Not Your Father’s Reverse Mortgage” Published in Retirement Daily

Bob Klein’s “Not Your Father’s Reverse Mortgage” Published in Retirement Daily

Bob Klein’s article, Not Your Father’s Reverse Mortgage, was published in The Street’s Retirement Daily. This was Bob’s debut article in this publication. Monetizing housing wealth should be part of the retirement income discussion. Reverse mortgages should be part of that discussion.

Bob Klein to Write for The Street’s Retirement Daily

Bob Klein to Write for The Street’s Retirement Daily

Bob Klein will write articles for The Street’s Retirement Daily. Bob’s articles will appear in the “Planning for & Living in Retirement” section. Retirement Daily is edited by Robert Powell, CFP®. It is a daily newsletter about all things retirement.

Bob Klein Completes Housing Wealth Certificate Course

Bob Klein Completes Housing Wealth Certificate Course

Bob Klein successfully completed the curriculum for the Housing Wealth Certificate Course awarded by the Housing Wealth Institute. The HECM Advisors Group, which sponsors the program, has been dedicated to providing truthful, relevant content and conversation about the new HECM reverse mortgage to financial advisors serving individuals approaching or in retirement since 2000. Retirement Income Center has recognized the importance of discussing housing wealth strategies with its soon-to-be and retired clients as part of its holstic approach to retirement income planning.

Retirement Income Center Introduces Everplans to Retirement Planning Clients

Retirement Income Center Introduces Everplans to Retirement Planning Clients

Bob Klein and Harris Scher, Vice President of Strategic Partnerships with Everplans, presented a webinar to Retirement Income Center’s retirement planning clients to introduce them to Everplans. Everplans is a simple, secure digital tool that guides you step-by-step through the creation of a complete end-of-life plan that can be shared with loved ones. Retirement Income Center is offering Everplans to its retirement planning clients as a complimentary, value-added service.

Bob Klein Completes Ed Slott and Company, LLC Advanced Virtual Training

Bob Klein Completes Ed Slott and Company, LLC Advanced Virtual Training

Bob Klein completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop April 30th to May 1st. The online workshop, which was attended by members of Ed Slott’s Elite IRA Advisor Group, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as an in-depth look a the new retirement planning landsape since the SECURE Act and CARES Act ushered in several significant tax and retirement planning laws since January 1st.

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