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Retirement Resource Center - retirement education and training for financial professionals, their clients and consumers

Retirement Resource Center

Where today's experts help you secure retirement

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3. PROVIDE Retirement Income

01/20/2026 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 Rebroadcast at 3-4 PM EST

December 31, 2024 by Admin Retirement Resource Center

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 more01/20/2026 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 Rebroadcast at 3-4 PM EST

01/29/2026 Advising Clients on Rental Income Properties Rebroadcast at 2-3 PM EST

December 31, 2024 by Retirement Resource Center

Buy now for $29 Overall Rating: 4.8 / 5 Advising Clients on Rental Income Properties – Rich Arzaga This program is tailored for professional advisors seeking to deepen their expertise in guiding clients on rental income properties. By focusing on the often-overlooked complexities of this asset class, the presentation will address the risks to a …

Read more01/29/2026 Advising Clients on Rental Income Properties Rebroadcast at 2-3 PM EST

02/03/2026 Retirement Income Using Charitable Strategies Rebroadcast at 1-2 PM EST

December 31, 2024 by Admin Retirement Resource Center

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 more02/03/2026 Retirement Income Using Charitable Strategies Rebroadcast at 1-2 PM EST

03/03/2026 Maximizing Social Security Benefits: What You Need to Know Rebroadcast at 3-4 PM EST

December 31, 2024 by Admin Retirement Resource Center

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 more03/03/2026 Maximizing Social Security Benefits: What You Need to Know Rebroadcast at 3-4 PM EST
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

A Holy Grail of Retirement: How to increase income and growth while improving liquidity

December 1, 2024 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.1 / 5 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke Understanding what retirees want and what keeps them up at night are major elements for financial professionals to resolve and solve for their pre-and-post retiree clients. It is important …

Read moreA Holy Grail of Retirement: How to increase income and growth while improving liquidity

Snowbirding – Living in More Than One Location in Retirement

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …

Read moreSnowbirding – Living in More Than One Location in Retirement

Lifetime Income: A License to Spend Rebroadcast

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Lifetime Income: A License to Spend – David Blanchett Deciding how much to spend from savings in retirement is complicated given uncertain lifespans, asset returns, inflation, etc. This presentation explores the concept that lifetime income can gives retirees a “license to spend” whereby households with a …

Read moreLifetime Income: A License to Spend Rebroadcast
Wade Pfau, PhD, CFA, Determining Your Client's Retirement Income Style

Determining Your Client’s Retirement Income Style

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Determining Your Client’s Retirement Income Style – Wade Pfau As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies …

Read moreDetermining Your Client’s Retirement Income Style

How to Use Reverse Mortgages to Secure Your Retirement

December 1, 2024 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 Fitting Home Equity into a Retirement Income Strategy – 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 obtain quick …

Read moreHow to Use Reverse Mortgages to Secure Your Retirement

Redefining the Optimal Retirement Income Strategy

December 1, 2024 by Webmaster Retirement Resource Center

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 …

Read moreRedefining the Optimal Retirement Income Strategy

The New Retirement Reality

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreThe New Retirement Reality
Shelley Giordano Incorporating the Housing Asset in Retirement Income Planning

Incorporating the Housing Asset in Retirement Income Planning

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Incorporating the Housing Asset in Retirement Planning – Shelley Giordano For middle-income retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). In a time when lifetime income …

Read moreIncorporating the Housing Asset in Retirement Income Planning

How Much Can I Really Withdraw? Navigating Safe Retirement Spending in Today’s Market

December 1, 2024 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 How Much Can I Really Withdraw – Eric Ludwig As market conditions evolve and traditional retirement income rules face new challenges, financial advisors are encountering clients who are uncertain about sustainable withdrawal rates from their retirement portfolios. The classic 4% rule may no longer provide adequate …

Read moreHow Much Can I Really Withdraw? Navigating Safe Retirement Spending in Today’s Market

Strategies for the Great Wealth Transfer

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Strategies for the Great Wealth Transfer – Tiffany House The great wealth transfer is happening over the next 10-25 years, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation. It is important for …

Read moreStrategies for the Great Wealth Transfer

Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreFinal RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries

Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5  Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients – Heather Schreiber By 2045, 80 trillion dollars is projected to shift from older generations to younger ones, with a sizeable portion flowing into the hands of women. Despite their increasing financial influence, women continue …

Read moreBreaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients

Digital Estate Planning: Afterlife in the Cloud

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.8 / 5.0 We live in a digital world. Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, photos, and websites when you …

Read moreDigital Estate Planning: Afterlife in the Cloud

Life Insurance in Retirement Planning

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreLife Insurance in Retirement Planning

Retire with More – Tax-Advantaged Business Sales

December 31, 2023 by Admin Retirement Resource Center

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

December 31, 2023 by Admin Retirement Resource Center

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

December 31, 2023 by Admin Retirement Resource Center

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
ncome Strategies – Wade Pfau

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies

December 17, 2023 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau How much can I spend in retirement? Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face …

Read moreHow Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies

Adaptative-based Retirement Spending

December 1, 2023 by Admin Retirement Resource Center

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

December 1, 2023 by Admin Retirement Resource Center

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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