Archive for 3. PROVIDE Retirement Income

Advisor’s Guide to Health Savings Accounts: Differentiate Yourself

Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Buy now for $29 Overall Rating: Not yet rated / 5 Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Using retirement accounts for healthcare expenses stymies tax and income planning for retirees, while also drawing down savings faster than planned. […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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America’s REAL Retirement Coverage Crisis – Solution: The HSA in Your Future – Jack Towarnicky – Learn more

  America’s retirement coverage crisis is not income replacement, but funding future medical expenses. While 2019 marked the 16th anniversary of legislation that created Health Savings Accounts (HSAs), many still regard the HSA as a new, untested innovation. However, there is a growing convergence of health and wealth among plan sponsors who increasingly deploy the HSA […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Online Retirement CE Professional Development Courses, Overview Level Courses

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Off With Your (Rule of) Thumbs! – Michael Falk – Learn more

  Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize before we optimize”. There are several well-accepted schools of thought used today by many professionals for retirement planning. Based on his belief that it is important to “immunize before you optimize” for […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Online Retirement CE Professional Development Courses, Overview Level Courses

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No Portfolio Is An Island – David Blanchett – Learn more

  Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, such as stocks and bonds, are only one component of an investor’s total economic worth. Other assets, such as human capital, real estate, and pensions […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Key IRA Changes Made by the SECURE Act – Denise Appleby – Learn more

  The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented for […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool – Allen Chao – Learn more

  The Home Equity Conversion Mortgage (HECM) is one of the safest ways to mortgage for seniors who are 62 and above due to the program’s federal guarantees by HUD. A little known strategy is to help clients purchase a new home so they can upsize, downsize, or right-size for their retirement home. By using […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Learn more

  “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 of a variety of retirement risks. Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Learn more

  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 to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Learn more

  How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.   In “How […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Guaranteed Income: The Forgotten Household Asset – David Blanchett – Learn more

  Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. Explore why financial planners need to consider guaranteed income more fully, since doing can have significant implications on […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Reverse Mortgage Strategies for the Middle Market – Shelley Giordano – Learn more

  Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; savings is 4th). In a time when lifetime income sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long – Learn more

  Funding healthcare costs and long term care in retirement is a key concern for most Americans. Having to use retirement accounts for healthcare expenses stymies tax and income planning for retirees, while also drawing down savings faster than planned. Health Savings Accounts (HSAs) may not be a large part of clients’ investing portfolios yet, […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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