The Association for Long Term Care Planning provides the latest reviews and ratings of insurers and has a list of shopping tips when buying a long-term care policy that can help consumers make a well-informed decision.
The process I use to assist clients with preparing for the financial and personal challenges associated with retirement extends well beyond simply recommending investments. It’s about them.
We’re excited to announce that the most recent 180 Retirement Income Visions™ blog posts and our archive of MarketWatch articles are now available on Retirement Income Center’s podcast channel. You can find us on iTunes and Android, including free podcast apps such as Podcast Addict, RadioPublic, Castbox, Google Podcasts, and SoundCloud.
Linked benefit plans offer an attractive alternative to standalone long term care insurance assuming that a commitment is made to pay the required premiums and not exercise the return of premium feature.
We’re excited to announce that all Retirement Income Visions™ blog posts and our archive of MarketWatch articles now leverage Amazon Polly™ Text-to-Speech (TTS) capability. Amazon Polly uses advanced deep learning technologies to synthesize speech that sounds like a human voice.
An important, although unplublicized, benefit of fixed income annuities is protection against elder fraud.
Bob Klein was quoted in the “Hybrid Model” and “Changing Attitudes” sections of John Hilton’s Post-DOL Ignition InsuranceNewsNet article.
While you may be financially prepared to retire, your ability to successfully transition from the workplace to retirement will be dependent upon planning for three important nonfinancial factors.
The Tax Cuts and Jobs Act, while controversial, especially in high state income tax states, will result in tax savings for most people.
Given the relatively small limit of nondeductible IRA contributions and complexity of calculating allowable contributions, tracking basis, and calculating the taxable portion of IRA distributions, are they worth the effort?
Bob Klein’s recent feature InsuranceNewsNet article was referenced, including one of Bob’s quotes, in Rachel Summit’s Annuity FYI QLACs Gain Momentum With Wealthy Investors article.
Making deductible retirement plan contributions and “recapture my deductions” beginning when you turn 70-1/2 may not be the best strategy for optimizing after-tax retirement plan distributions.
Bob Klein was featured in Cyril Tuohy’s The Wealthy Take a Shine to QLACs InsuranceNewsNet article that discusses recent findings about QLACs and fixed income annuities in general. Bob was quoted in the first three paragraphs and three other paragraphs.
Bob Klein was quoted extensively in the “Annuities Blending with Finance” section of Steven Morelli, Susan Rupe, John Hilton, and Brian O’Connell’s 2018: The Bonus Year article in InsuranceNewsNet Magazine.
The alternative minimum tax, or AMT, dreaded by many taxpayers for years, has been given a long-overdue facelift by the Tax Cuts and Jobs Act, with an associated reduction in affected individuals from 5 million to 200,000.
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