Social Security WEP: FOMO, IDK or LOL?? Buy now for $29 Overall Rating: 4.8 / 5 Social Security WEP: FOMO, IDK or LOL?? – Michael Wilson Employees who work for a Social Security exempt agency for some or all of their career may be impacted by the Windfall Elimination Provision (WEP). Workers and their […]
12/21/2023 A Holy Grail of Retirement: How to increase income and growth while improving liquidity Rebroadcast at 1-2 PM EST 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 […]
Key IRA Changes Made by the SECURE Act Buy now for $29 Overall Rating: 8.8 / 10 Key Most Significant IRA Changes Made by the SECURE Act – Denise Appleby 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 […]
5/22/2023 Guaranteed Income: The Forgotten Household Asset Buy now for $29 Overall Rating: 4.6 / 5 Guaranteed Income: The Forgotten Household Asset – David Blanchett 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 […]
No Portfolio Is An Island Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. No Portfolio is an Island – David Blanchett Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only […]
How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies Buy now for $29 Overall Rating: 4.5 / 5 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, […]
New Horizons in Estate Planning 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 […]
Analyzing the Fixed Indexed Annuity (FIA) Buy now for $29 Overall Rating: 4.5 / 5 Fixed indexed annuities (FIAs) can solve for various retirement planning challenges. They combine the returns of an index, a concept familiar to many customers, with a crediting structure that can be complicated even for financial professionals to understand. Financial professionals […]
Incorporating the Housing Asset in Retirement Income Planning 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 […]
Advanced Annuity and Tax Strategies for Retirement Income 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, […]
How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies 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 […]