Sometimes You Don’t Know What You Don’t Know Until It’s Too Late

Sometimes You Don’t Know What You Don’t Know Until It’s Too Late

I recently came across the following comment by a reader of an article in an online publication discussing planning strategies that you can use to help you determine if you’re ready to retire: These points are fine. But I’m retired, and I know plenty (of) other retirees. Retirement planning is not all that difficult. Control… Continue Reading

Get It Right the First Time – You Probably Won’t be Able to Unretire Like Phil Collins

Get It Right the First Time – You Probably Won’t be Able to Unretire Like Phil Collins

Phil Collins, best known as the drummer and lead singer of Genesis after Peter Gabriel left the band in 1975, recently announced that his comeback tour, Not Dead Yet, will take place next summer. This follows the pop icon’s announcement a year ago in a Rolling Stone article that he was no longer retired after… Continue Reading

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

Optimize Retirement Cash Flow, Not Social Security

Optimize Retirement Cash Flow, Not Social Security

Social Security is a beautiful thing. What other lifetime fixed income annuity allows you to choose a starting age anywhere between 62 and 70, increases your lifetime income by 6% per year for each year that you defer your start date between 62 and full retirement age, or FRA, (66 to 67 depending upon year… Continue Reading

Schedule a Free Consultation with Retirement Income Center


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

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

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

TERMS OF USE | PRIVACY POLICY