Archive for Intermediate

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Learn more

  As is evidenced by numerous IRS private letter rulings, court cases, and other official sources, mistakes with IRA transactions is a common occurrence. These mistakes can result in loss of tax-deferred status, and penalties being owed to the IRS. This can lead to years of accumulated savings being lost to higher tax rates and […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon – Learn more

  There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings. People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Learn more

  Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals. It is important to understand how to execute each strategy and how each income […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PLAN for Retirement Readiness

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06/18/2019 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Live Webinar – Learn more

  We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.  The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. Multiple studies and surveys have indicated how woefully inadequate average retirement savings […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PLAN for Retirement Readiness, Upcoming Live Webinars

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06/26/2019 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Rebroadcast – Learn more

  Learn how Generation X, Baby Boomers and the Silent Generation are approaching their lives today, what they see for their future, and how they are hacking the transitions of aging and the potential of living to 100. The new generation of caregivers differ from the Baby Boomers and these differences will impact everything.   […]

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07/01/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Learn more – Rebroadcast

  “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: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income, Upcoming Live Webinars

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07/09/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Learn more – Rebroadcast

  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: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income, Upcoming Live Webinars

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07/24/2019 No Portfolio Is An Island – David Blanchett – Learn more – Rebroadcast

  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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08/02/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Learn more – Rebroadcast

  Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune and the largest increase (55%) is in first time marriages of over 20 years. The gray […]

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09/09/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Learn more – Rebroadcast

  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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How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Learn more

  Most parents want to age in place, so a medical crisis can put families into a tailspin if a plan is not in place ahead of time. Adult children who assume the role of caregiver must re-organize their business and personal lives to meet the needs of an aging loved one, as well as […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Learn more

  It is well-documented that most people reaching retirement age have savings (whether in a 401(k) account or otherwise) that are inadequate to meet their consumption needs during retirement. Recent research has shown that integrating home equity with retirement savings provides a strong enhancement of the amount available throughout retirement. The enhancement is obtained by […]

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