Retirement Income Center News

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.

Senate Passes Legislation to Suspend Required Minimum Distributions

Senate Passes Legislation to Suspend Required Minimum Distributions

On the heels of Bob Klein’s March 16th blog post, “Will Congress Suspend 2020 Required Minimum Distributions?,” the Senate passed the massive “Coronavirus Aid, Relief, and Economic Security Act,” or the “CARES Act,” which is expected to be passed by the House and signed by the President on Friday.

The legislation includes a waiver of required minimum distributions (RMDs) for 2020. This waiver applies to company savings plans and IRAs, including both traditional and Roth inherited IRAs.

Bob Klein Accepted as a Member of Ed Slott’s Elite IRA Advisor Group℠

Bob Klein Accepted as a Member of Ed Slott’s Elite IRA Advisor Group℠

Bob Klein has been accepted as a member of Ed Slott’s Elite IRA Advisor Group℠. Members of this prestigious group train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete manadatory exams. They are immediately notified of changes to the tax code and updates on retirement planning.

Bob Klein Attends Ed Slott’s 2-Day IRA Workshop

Bob Klein Attends Ed Slott’s 2-Day IRA Workshop

(SAN FRANCISCO) Bob Klein attended Ed Slott’s two-day workshop on February 21st – 22nd. The conference featured the SECURE Act, which was enacted on December 20, 2019 and is the most significant retirement security legislation in more than a decade.

Ed Slott is a nationally recognized professional speaker and has starred in several nationally aired public television specials including his most recent, “Retire Safe & Secure! with Ed Slott” (2020).

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