Home | About Us | Contact Us
Retirement Resource Center
Where today's experts help you secure retirement
Buy now for $29 Overall Rating: 4.8 / 5 Life Insurance in Retirement Planning – Steve Parrish This session offers a deep dive into current uses of life insurance in retirement planning, including as a retirement income tool, a risk minimization strategy for retired couples, an offsetting strategy with income annuities, and as a tax-efficient …
Buy now for $29 Overall Rating: 4.4 / 5 The New Retirement Reality – Michael Finke Advisors often view retirement income planning through the lens of the 4% rule but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with …
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, …
Buy now for $29 Overall Rating: 4.9 / 5 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving …
Buy now for $29 Overall Rating: 5 / 5 Addressing the Human Side of Financial Planning – Annalee Kruger Attendees will learn about the real-life situations their clients are in, that the advisor likely is not addressing. Aging, caregiving, dementia/chronic disease, and the realities of needing senior care impact nearly every household, including the clients …
Buy now for $29 Overall Rating: 4.3 / 5 How to Use Reverse Mortgages to Secure Your Retirementy – Wade Pfau How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to …
Buy now for $29 Overall Rating: 4.9 / 5 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries – Denise Appleby The IRS issued its highly anticipated final regulations for required minimum distributions on July 19, 2024. These regulations incorporate rules from both the SECURE Act and SECURE 2.0 Act. With …
Buy now for $29 Overall Rating: 4.6/ 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount. Indeed, studies have shown that for most retirees, the concern about …
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 …
Buy now for $29 Overall Rating: 4.7 / 5 Redefining the Optimal Retirement Income Strategy – David Blanchett Despite significant advances in computing power and a relatively extensive body of research on the nature of retirement, assumptions in retirement research and income planning tools have evolved only modestly over the last 30 years. Improving our …
Buy now for $29 Overall Rating: 4.2 / 5 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Curtis Cloke Managing market volatility and longevity risk are two well-known and highly visible risks easily defined. Less known or perceived risks may include, fee-drag, tax-drag, provisional income tax calculations that determine how …
Buy now for $29 Overall Rating: 4.6 / 5 Johnson–Introduction-to-Nonqualified-Stock-Options-(NQSOs) – Daniel Johnson Employees increasingly receive a significant portion of compensation in the form of nonqualified stock options, particularly in public companies. Many do not understand how NQSOs work, when income is triggered, how basis is established, or how exercise timing and methods affect taxes …
Your one-stop retirement resource for financial services companies, wealth management firms, retirement plan advisors, financial advisors, employers, public sector retirement systems, and current and future retirees.
