06/26/2023 Navigating the Critical Ages of Retirement Income Planning Rebroadcast at 1-2 PM EDT Buy now for $29 Overall Rating: 4.8 / 5 Navigating the Critical Ages of Retirement Income Planning – Heather Schreiber As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even […]
04/2/2023 Women Vulnerable in Retirement: Housing Wealth Solutions Live Webinar at 2-3 PM EDT Buy now for $29 Overall Rating: Not yet rated / 5 Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. They […]
How to Use Reverse Mortgages to Secure Your Retirement 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 […]
05/31/2023 Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy Live Webinar at 12-1 PM EDT Buy now for $29 Overall Rating: 4.4 / 5 Bonds Away! How Fixed Income Can Play an Integral Role in Any Retirement Strategy – Wade Russell Unlike stocks, which date back only several hundred […]
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 […]
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 […]
05/20/2023 Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions Rebroadcast at 2-3 PM EDT Buy now for $29 Overall Rating: 4.4 / 5 The Internal Revenue Code (Code) and the Employee Retirement Income Security Act of 1974 (ERISA) do not prohibit the use of cryptocurrency as an investment option […]
Protecting Seniors from Identity Theft and Scams Buy now for $29 Overall Rating: 4.5 / 5 Protecting Seniors from Identity Theft and Scams – Steve Weisman Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more than 3 billion dollars a year. […]
Alternative Investments: The Investments That Are No Longer Optional Buy now for $29 Overall Rating: 4.3 / 5 In the past ten years, meeting a client’s investment goals was fairly easy with annual equity returns of 10% and a raging bond market. An advisor could create a 60/40 portfolio for a client, set it and […]
Age Wave: Meeting the Elder Planning Needs of Today’s Retiree Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be […]
Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions Buy now for $29 Overall Rating: 4.5 / 5 Critical Rules for Moving Retirement Accounts Transfers, Rollovers, Roth IRA, and In-plan Conversions – Denise Appleby One of the most inevitable transactions that will occur in a retirement account is movement of assets, […]
Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare Buy now for $29 Overall Rating: 4.0 / 5 Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare – Kelley Long For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating […]