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

Retirement Resource Center

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3. PROVIDE Retirement Income

05/20/2025 Maximizing Social Security Benefits Rebroadcast at 3-4 PM EDT

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 guaranteed income that retirees can count on for life, and for most people, it is a key element of their retirement income plan. Deciding when and how to …

Read more05/20/2025 Maximizing Social Security Benefits Rebroadcast at 3-4 PM EDT

05/28/2025 Digital Estate Planning: Afterlife in the Cloud Rebroadcast at 2-3 PM EDT

December 31, 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 more05/28/2025 Digital Estate Planning: Afterlife in the Cloud Rebroadcast at 2-3 PM EDT

06/04/2025 Retirement Income Using Charitable Strategies Rebroadcast at 1-2 PM EDT

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 more06/04/2025 Retirement Income Using Charitable Strategies Rebroadcast at 1-2 PM EDT

06/11/2025 Navigating the Critical Ages of Retirement Income Planning Rebroadcast at 2-3 PM EDT

December 31, 2024 by Admin Retirement Resource Center

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 the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies …

Read more06/11/2025 Navigating the Critical Ages of Retirement Income Planning Rebroadcast at 2-3 PM EDT

07/02/2025 How to Use Reverse Mortgages to Secure Your Retirement Rebroacast at 2-3 PM EDT

December 31, 2024 by Admin 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 more07/02/2025 How to Use Reverse Mortgages to Secure Your Retirement Rebroacast at 2-3 PM EDT

07/08/2025 Redefining the Optimal Retirement Income Strategy Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin 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 more07/08/2025 Redefining the Optimal Retirement Income Strategy Rebroadcast at 3-4 PM EDT

07/23/2025 New Horizons in Estate Planning Rebroadcast at 1-2 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 New Horizons in Estate Planning – Steve Parrish Estate planning is part of financial and retirement planning. There are new estate planning considerations for financial professionals in light of the pandemic, the SECURE Act and proposed legislation, and an increasing emphasis on living versus death estate …

Read more07/23/2025 New Horizons in Estate Planning Rebroadcast at 1-2 PM EDT

08/05/2025 The New Retirement Reality Rebroadcast at 3-4 PM EDT

December 31, 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 …

Read more08/05/2025 The New Retirement Reality Rebroadcast at 3-4 PM EDT

08/13/2025 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 2-3 PM EDT

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 more08/13/2025 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 2-3 PM EDT

09/09/2025 5 Critical Social Security Concepts You Should Know to Elevate Your Credibility Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber Social Security is, for most retirees, the foundation of a solid retirement income plan. Yet, many pre-retirees lack critical information to make an informed claiming decision. Relying on an under-resourced …

Read more09/09/2025 5 Critical Social Security Concepts You Should Know to Elevate Your Credibility Rebroadcast at 3-4 PM EDT

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
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

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
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

Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions

December 1, 2024 by Admin Retirement Resource Center

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 in a 401(k) plan. Fidelity Investments will offer participants the option to put bitcoin in their 401(k)s by the middle …

Read moreCryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions

Strategies for the Great Wealth Transfer

January 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
Estimating the True Cost of Retirement – David Blanchett

Estimating the True Cost of Retirement

December 31, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when …

Read moreEstimating the True Cost of Retirement
Shelley Giordano Incorporating the Housing Asset in Retirement Income Planning

Incorporating the Housing Asset in Retirement Income Planning

December 31, 2023 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

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
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