Retirement Income Center News

Senate Passes Legislation to Suspend Required Minimum Distributions

Senate Passes Legislation to Suspend Required Minimum Distributions

On the heels of Bob Klein’s March 16th blog post, “Will Congress Suspend 2020 Required Minimum Distributions?,” the Senate passed the massive “Coronavirus Aid, Relief, and Economic Security Act,” or the “CARES Act,” which is expected to be passed by the House and signed by the President on Friday.

The legislation includes a waiver of required minimum distributions (RMDs) for 2020. This waiver applies to company savings plans and IRAs, including both traditional and Roth inherited IRAs.

Bob Klein Accepted as a Member of Ed Slott’s Elite IRA Advisor Group℠

Bob Klein Accepted as a Member of Ed Slott’s Elite IRA Advisor Group℠

Bob Klein has been accepted as a member of Ed Slott’s Elite IRA Advisor Group℠. Members of this prestigious group train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete manadatory exams. They are immediately notified of changes to the tax code and updates on retirement planning.

Bob Klein Attends Ed Slott’s 2-Day IRA Workshop

Bob Klein Attends Ed Slott’s 2-Day IRA Workshop

(SAN FRANCISCO) Bob Klein attended Ed Slott’s two-day workshop on February 21st – 22nd. The conference featured the SECURE Act, which was enacted on December 20, 2019 and is the most significant retirement security legislation in more than a decade.

Ed Slott is a nationally recognized professional speaker and has starred in several nationally aired public television specials including his most recent, “Retire Safe & Secure! with Ed Slott” (2020).

Retirement Income Center Introduces Asset-Map

Retirement Income Center Introduces Asset-Map

Retirement Income Center is excited to announce the introduction of Asset-Map to its retirement planning clients. Asset-Map is a tool that allows clients to see their financial situation on one page and make more-informed decisions about their financial future.

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.

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Asset-Map is a tool that allows you to see your financial situation on one page. With intuitive mind map-like diagramming, you can understand your finances like never before and make more-informed decisions about your financial future.

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Email: info@RetirementIncomeCenter.com

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