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 […]
03/21/2023 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EST 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 […]
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 […]
Managing Retirement Income: What Your Clients Need to Know Buy now for $29 Overall Rating: 4.8 / 5 Managing Retirement Income: What Your Clients Need to Know – Kevin Seibert Many of your clients are part of the 78 million baby boomers approaching or already in retirement. What do you need to help them understand […]