Planning. Managing. Protecting.

Retirement income planning is a complex and dynamic process that is different from traditional retirement planning, which focuses on the accumulation of wealth. There are many moving parts that must be prioritized long before you retire and monitored carefully to ensure the fulfillment of your retirement vision. Our goal is to make your life easier and enable you to retire, and remain retired, with minimal worries. At Retirement Income Center, we are your true partner in planning, managing, and protecting your retirement income.



Planning is the first and most important step in providing outstanding service for our clients. At Retirement Income Center, we have a dedicated process to help build your custom, comprehensive Retirement Income Plan.



Prudent retirement income planning strategies begin with conservative investment management. At Retirement Income Center, we offer Investment Advisory and Fixed Income Annuity Services.



At Retirement Income Center, we take income protection very seriously. With proper plan protection, the potential for financial devastation in the event of disability, death, illness, or other personal crisis will be minimized.


Robert Klein is the founder and President of Retirement Income Center, a Registered Investment Advisor, located in Newport Beach, California. Bob founded the firm in 2012 in order to promote his specialization and expertise in retirement income planning.

Bob has been interviewed on several radio talk shows. He has been quoted, and his expertise featured, in various publications, including The Wall Street Journal, MarketWatch, CNBC, Yahoo! Personal Finance, InvestmentNews, Financial Advisor Magazine, Retirement Advisor Magazine, Wealth Manager Magazine, Retirement Income Journal, InsuranceNewsNet, LifeHealthPro, AnnuityNews,, and Wells Fargo Small Business Roundup Newsletter.

Certified Public Accountant
Personal Financial Specialist
Retirement Income Certified Professional®
Certified in Long-Term Care
Master of Business Administration
Master of Science in Taxation


It’s Time for IRA – 401(k) Contribution Parity

It’s Time for IRA – 401(k) Contribution Parity

Elimination of income testing for traditional and Roth IRAs and creation of a universal 401(k)/IRA contribution limit is needed to enable all individuals who aren’t participants in 401(k) plans to (a) contribute to an IRA of their choice and (b) accumulate a nest egg in a retirement plan comparable to what’s possible with a 401(k). Continue Reading

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5020 Campus Drive
Newport Beach, CA 92660-2120
Phone: (949) 251-0910 or Toll Free: Plan2Retire (844-752-6273)

Advisory services offered through Retirement Income Center, a Registered Investment Advisor

©2015 Robert Klein and Retirement Income Center. All rights reserved.