Retirement Income Center News

Retirement Income Visions™ Celebrates 8-Year Anniversary

Retirement Income Visions™ Celebrates 8-Year Anniversary

Retirement Income Visions™, with its theme of Innovative Strategies for Creating and Optimizing Retirement Income, is celebrating its 8-year anniversary. Bob Klein has written and published 259 posts since its inception in August, 2009 on a wide array of retirement income planning topics including income tax planning, Roth IRAs, Social Security, fixed income annuities, Medicare, extended care, and estate planning.

Reverse Mortgages Added to Resource Center

Reverse Mortgages Added to Resource Center

Reverse mortgages have been added as a new category to Retirement Income Center’s Retirement Income Planning Resource Center. Traditionally a last resort, reverse mortgages are becoming increasingly popular as a strategic retirement income planning strategy. There are several excellent resources to learn about them.

Publication of MarketWatch’s RetireMentors Discontinued

Publication of MarketWatch’s RetireMentors Discontinued

Publication of the popular RetireMentors section of MarketWatch was recently discontinued. Bob Klein had a total of 60 informative articles on various retirement income planning topics published as a RetireMentor between 2013 and 2016. Bob’s articles may be found in Retirement Income Center’s MarketWatch RetireMentors Archive.

Bob Klein Quoted in Forbes Article

Bob Klein Quoted in Forbes Article

Bob Klein was quoted in Jamie Hopkins’ President-Elect Trump Is Already Impacting Retirees Forbes article. The article discusses The American College of Financial Services’ recent survey focusing on how the election and all-time market highs are impacting consumers and retirement income planning.

Bob Klein Critiques Cal State Fullerton Student Financial Plan Presentations

Bob Klein Critiques Cal State Fullerton Student Financial Plan Presentations

Bob Klein critiqued students’ comprehensive financial plan presentations in David Nanigian’s Theory and Practice of Financial Planning class at Cal State Fullerton as part of a panel of practitioners. Bob is a member of the CFP® Program Advisory Board at the university.

Make Sure You Have a Long-Term-Care Plan in Place Before It’s Too Late

Make Sure You Have a Long-Term-Care Plan in Place Before It’s Too Late

Bob Klein’s article, Make Sure You Have a Long-Term Care Plan in Place Before It’s Too Late, was published in today’s MarketWatch. Given the fact that cognitive decline is inevitable, it makes sense to develop a long term care plan while we still have our faculties that will simplify our financial life, including investment management.

Bob Klein Attends Financial Planning Association National Conference

Bob Klein Attends Financial Planning Association National Conference

(BALTIMORE) Bob Klein attended the Financial Planning Association (FPA) 2016 National Conference held September 14 – 16 in Baltimore. The conference is the largest gathering of CFP® professionals and thought leaders in financial planning.

Bob Klein Member of Cal State Fullerton CFP® Program Advisory Board

Bob Klein Member of Cal State Fullerton CFP® Program Advisory Board

Bob Klein attended his first meeting as a member of the Cal State Fullerton CFP® Program Advisory Board. The Board assists in curriculum development and updates, provides for applicable student learning experiences, and facilitates growth in enrollments and placements.

How to Put Some Muscle Into Your Roth 401(k)

How to Put Some Muscle Into Your Roth 401(k)

Bob Klein’s article, How to Put Some Muscle Into Your Roth 401(k), was published in today’s MarketWatch. The allocation of traditional vs. Roth 401(k) contributions is a decision that will impact the life of your retirement funds for you, your spouse, and potentially your children and other beneficiaries.

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