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Retirement Resource Center
Where today's experts help you secure retirement
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 …
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 …
Buy now for $29 Overall Rating: 4.0 / 5 Confidence Counts: How Advisors Boost Retirement Readiness – Eric Ludwig Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety. The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. These gaps …
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 …
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 …
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 …
Buy now for $29 Overall Rating: 4.8 / 5 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning – Ari Parker Medicare’s complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and …
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 with …
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 …
Buy now for $29 Overall Rating: 5 / 5 Addressing the Human Side of Financial Planning – Annalee Kruger Attendees will learn about the real-life situations their clients are in, that the advisor likely is not addressing. Aging, caregiving, dementia/chronic disease, and the realities of needing senior care impact nearly every household, including the clients …
Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is no longer thought of as a destination, but as a transition: with an …
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 …
Your one-stop retirement resource for financial services companies, wealth management firms, retirement plan advisors, financial advisors, employers, public sector retirement systems, and current and future retirees.
