Retirement Income Center News

Bob Klein Discusses Roth IRA Conversions at The American College of Financial Services

Bob Klein Discusses Roth IRA Conversions at The American College of Financial Services

Bob Klein discussed Roth IRA conversions for the RICP® program at The American College of Financial Services in King of Prussia, Pennsylvania on November 11th and 12th. Bob teamed up with Dave Littell and Colin Slabach, two of the program’s professors, in the College’s studio to record educational videos for students.

Retirement Income Visions Celebrates 10-Year Anniversary

Retirement Income Visions Celebrates 10-Year Anniversary

Retirement Income Visions™ is celebrating its 10-year anniversary. The blog, which promotes innovative strategies for creating and optimizing retirement income, made its debut on August 16, 2009.

Bob Klein Celebrates 30-Year Anniversary

Bob Klein Celebrates 30-Year Anniversary

Bob Klein is celebrating his 30-year anniversary of serving clients’ financial needs. Bob has a loyal client following, many of whom have been with him since the beginning. Bob began his entrepreneurial activities opening Robert Klein, CPA in August, 1989. The firm has been providing income tax and accounting services to clients for the last 30 years.

Robert Klein, CPA also offered financial planning services to clients until 1998 when Financial Design Center was formed for this purpose. Financial Design Center was dissolved in 2011 and was succeeded by Retirement Income Center to promote Bob’s specialty and expertise in retirement income planning and to better serve clients’ needs. The firm’s motto, “Planning, Managing, and Protecting Your Retirement Income™” exemplifies its daily mission.

Retirement Income Center continues to deliver a high level of time-sensitive, coordinated services, beginning with preparation and ongoing monitoring of a dynamic retirement income plan. Unlike traditional investment management firms that only offer investment advisory services, Retirement Income Center reduces risk in clients’ portfolios using customized sustainable tax-favored income management strategies. The goal is to close the gap between clients’ projected income needs and projected income sources while reducing concern about, and exposure to, stock market volatility. Finally, Retirement Income Center’s comprehensive process includes strategies that are designed to protect clients’ income and assets from premature depletion.

Lane Martinsen’s The Holistic Retirement Planning Revolution Published

Lane Martinsen’s The Holistic Retirement Planning Revolution Published

Lane Martinsen’s The Holistic Retirement Planning Revolution, forward by Bob Klein, is now available on Amazon and Barnes & Noble.

Bob Klein Attends 2018 Hawaii Tax Institute

Bob Klein Attends 2018 Hawaii Tax Institute

(HONOLULU) Bob Klein attended the 55th annual Hawaii Tax Institute from November 4th – 8th. The event is one of the nation’s premier tax and wealth transfer conferences.

Retirement Income Center Podcast Channel Goes Live

Retirement Income Center Podcast Channel Goes Live

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.

Text-to-Speech Capability Added to Retirement Income Visions™ Posts

Text-to-Speech Capability Added to Retirement Income Visions™ Posts

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.

Bob Klein Quoted in InsuranceNewsNet Article

Bob Klein Quoted in InsuranceNewsNet Article

Bob Klein was quoted in the “Hybrid Model” and “Changing Attitudes” sections of John Hilton’s Post-DOL Ignition InsuranceNewsNet article.

Bob Klein Requoted in AnnuityFYI QLACs Article

Bob Klein Requoted in AnnuityFYI QLACs Article

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.

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