Retirement Income Center News

Bob Klein’s Proposed Tax Credit Longevity Annuity Plan Featured in Financial Advisor

Bob Klein’s Proposed Tax Credit Longevity Annuity Plan Featured in Financial Advisor

Bob Klein’s proposed tax credit longevity annuity plan was featured in Karen DeMasters’ Financial Advisor article, Advisor Proposes Tax Credit for Deferred Income Annuities. The proposed plan was introduced in Bob’s November 7, 2017 post, The Perfect Storm for a Tax Credit Longevity Annuity Plan. Its potential to create private pension plans while providing for long-term care benefits is timely with the Tax Cuts and Jobs Act winding its way through Congress.

Bob Klein Proposes Tax Credit Longevity Annuity Plan

Bob Klein Proposes Tax Credit Longevity Annuity Plan

Citing a perfect storm, Bob Klein has proposed the Tax Credit Longevity Annuity Plan, or TCLAP. The TCLAP addresses multiple retirement planning challenges that keep pre-retirees and retirees up at night. Please see Bob’s press release and blog post for details.

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.

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