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Retirement Resource Center

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Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts

Buy now for $29 Overall Rating: 4.6 / 5 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts – Denise Appleby The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years. With over $35 trillion held in tax-deferred retirement accounts- most of which is owned by …

Read moreRollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts

Retirement Income Using Charitable Strategies

Buy now for $29 Overall Rating: 4.6 / 5 Retirement Income Using Charitable Strategies – Tiffany House There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance income through tax savings and …

Read moreRetirement Income Using Charitable Strategies

Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce

Buy now for $29 Overall Rating: 4.6/ 5 Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce – Barry Sacks Silver Divorce (where one or both parties are over age 55) is on the rise. Key issues of Silver Divorce are the division of assets, providing adequate retirement income for …

Read moreUsing Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce

Maximizing Social Security Benefits: What You Need to Know

Buy now for $29 Overall Rating: 4.6 / 5 Maximizing Social Security Benefits – Mary Beth Franklin Social Security benefits represent one of the few sources of inflation-adjusted, guaranteed income that retirees can count on for life. Deciding when and how to claim Social Security benefits is one of the most important decisions that retirees …

Read moreMaximizing Social Security Benefits: What You Need to Know

Confidence Counts: How Advisors Boost Retirement Readiness Rebroadcast

Buy now for $29 Overall Rating: 4.0 / 5 Confidence Counts: How Advisors Boost Retirement Readiness – Eric Ludwig Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety. The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. These gaps …

Read moreConfidence Counts: How Advisors Boost Retirement Readiness Rebroadcast
Eric Ludwig, PhD, CFP, AI in Action Retirement Planning

AI in Action: Exploring the Use of ChatGPT in Retirement Planning

Buy now for $29 Overall Rating: 4.7 / 5 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in …

Read moreAI in Action: Exploring the Use of ChatGPT in Retirement Planning

Retire with More – Tax-Advantaged Business Sales

Buy now for $29 Overall Rating: 4.6 / 5 Retire with More – Tax-Advantaged Business Sales – Tiffany House We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds will …

Read moreRetire with More – Tax-Advantaged Business Sales

Understanding How Different Types of Annuities Work

Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace …

Read moreUnderstanding How Different Types of Annuities Work

Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

Buy now for $29 Overall Rating: 4.9 / 5 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Derek Graham Parents of a child with developmental disabilities have a variety of financial implications to consider. From waivers to government benefit programs, parents need to understand how their actions (or …

Read moreHelping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

Grief Literacy for Financial Advisors: Engaging the Bereaved Client

Buy now for $29 Overall Rating: 4.8 / 5 Grief Literacy for Financial Advisors – Kathi Balasek, MA As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base. Financial advisors who work with women and/or current widows may be ill-equipped in …

Read moreGrief Literacy for Financial Advisors: Engaging the Bereaved Client

Adaptative-based Retirement Spending

Buy now for $29 Overall Rating: 4.4 / 5 Adaptive-based Retirement Spending – Jamie Hopkins In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4% distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and …

Read moreAdaptative-based Retirement Spending

Through the Looking Glass: Three Popular Retirement Income Philosophies

Buy now for $29 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins Overall Rating: 4.4 / 5 Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three most popular retirement income strategies today are 1) flooring, …

Read moreThrough the Looking Glass: Three Popular Retirement Income Philosophies
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