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InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
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About this issue of Retirement Insight and Trends:

GAOAndrew Samalin, CFP®, EA, CDFA™ Shelley Giordano, Chair of the Funding Longevity Task Force Articles in the 3rd Quarter - Oct 2016 Issue:

  • InFRE Update: An Explanation of the Changes Made to the July, 2016 CRC® Exam

  • Housing Wealth: A Retirement Asset for the Middle Market, by Shelley Giordano, Chair of the Funding Longevity Task Force

  • Grey Divorce and Retirement, by Andrew Samalin, CFP, EA, CDFA, Expert in Divorce and Retirement

  • RETIREMENT SECURITY – Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement, An excerpt from the March 2016 GAO Report to Congressional Requesters

Some of the topics covered in this issue:

  1. How an equitable settlement doesn’t mean an equal split of assets;

  2. How divorce affects Social Security for each spouse;

  3. How retirement assets and pensions can be divided; options for the marital home;

  4. Strategic use of housing wealth to offset volatility in the portfolio should be a prime consideration early in the distribution phase;

  5. Establishing a line of credit that keeps pace with inflation can provide the funds for a long term care event;

  6. For women, having access to reverse mortgage financing can bridge the income gap for Social Security deferral;

  7. What consumption in retirement looks like and how target replacement rates are developed;

  8. Whether and how spending patterns vary by age;

  9. Key factors used to develop target replacement rates.

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Specifications: InFRE® quarterly newsletter
SKU: 03InFREOct2016Issue16