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Bob Klein’s article, Finance Long-Term Care for 10 Years was published in The Street’s Retirement Daily. Discover the benefits of a limited-pay long-term care plan. The post Bob Klein’s “Finance Long-Term Care for 10 Years” Published in Retir
Bob Klein’s article, Stock Market Window of Opportunity was published in The Street’s Retirement Daily. How do staged Roth IRA conversion plans help you benefit from a stock market decline?. The post Bob Klein’s “Stock Market Window of Opport
Bob Klein’s article, Doubling the Residential Exclusion is a Win-Win was published in The Street’s Retirement Daily. Since 1998, you can sell your home and exclude gain from your income of up to $250,000 (single filing) and up to $500,000 (marr
Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk.The post Indexing Strategies to Eliminate Stock Market Risk appeared first on Retirement Income Center.
Bob Klein’s article, Don’t Assume Your Financial Adviser Does Tax Planning was published in The Street’s Retirement Daily. Work with an adviser who, in addition to your investments, will help you with Social Security, Medicare, estate planning,
A home equity conversion mortgage, or HECM reverse mortgage, can be used to manage and mitigate the sequence of returns risk.The post Insure Sequence of Returns Risk with a HECM Mortgage appeared first on Retirement Income Center.
Bob Klein’s article, Three Ways to Minimize Required Minimum Distributions, was published in The Street’s Retirement Daily. Short of not making contributions to a qualified retirement plan, there are three ways to minimize required minimum dist
There are six proven strategies for optimizing after-tax retirement income that can increase the longevity of one’s assets in retirement.The post 6 Proven Retirement Income Planning Strategies Beginning at Age 62 appeared first on Retirement I
Five financial metrics can be used to analyze the pros and cons of unlocking home equity as part of a retirement income plan.The post 5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage appeared first on Retirement Income Center.
Bob Klein’s article, Indexing Strategies to Eliminate Stock Market Risk, was published in The Street’s Retirement Daily. Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk. The post Bob Klein’s “In
Shain Urwin, retirement mortgage specialist with Fairway Independent Mortgage, joins Bob Klein to discuss the new HECM lending limit and other timely planning issues and strategies related to HECM mortgages in FINANCIALLY InKLEIN’d™‘s new video
Bob Klein’s article, Insure Sequence of Returns Risk with a HECM Mortgage was published in The Street’s Retirement Daily. A home equity conversion mortgage (HECM), better known as a reverse mortgage, can be used to manage and mitigate sequence
David Blanchett and Michael Finke's research found that annuities may give retirees a psychological “license to spend” their savings in retirement.The post How to Enjoy a Guilt-Free Retirement appeared first on Retirement Income Center.
FINANCIALLY InKLEIN’d™‘s first video, Welcome to FINANCIALLY InKLEIN’d™!, has been published. Welcome to FINANCIALLY InKLEIN’d™! introduces FINANCIALLY InKLEIN’d™ and Bob Klein, the channel’s creator. The video encourages pre-retirees and retir
Retirement Income Center’s YouTube channel has been rebranded to FiNANCIALLY InKLEIN’d™. FINANCIALLY InKLEIN’d™‘s motto is “Optimizing Your Retirement Income.” Bob Klein created FINANCIALLY InKLEIN’d™ to help pre-retirees and retirees, alike, p
Bob Klein’s article, 6 Proven Retirement Income Planning Strategies Beginning at Age 62 was published in The Street’s Retirement Daily. Beginning at age 62, it’s important to develop strategies for creating after-tax retirement income to optimi
Bob Klein was interviewed by Reverse Mortgage Daily to discuss how reverse mortgage professionals can partner and network with financial advisors in a recent article, Financial Planner Shares Advice to Reverse Mortgage Pros on Gaining Referrals
Reverse Mortgage Daily featured a conversation between RMD editor Chris Clow and Bob Klein in its most recent edition of The RMD Podcast. In the conversation, Clow and Klein discuss the state of reverse mortgage product education to borrowers a
Bob Klein’s article, 5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage, was published in The Street’s Retirement Daily. There are five key financial metrics that should be analyzed individually and collectively when considering a
One retirement income strategy that will be virtually unscathed by President Biden's proposed tax increase is longevity insurance, more commonly known as fixed-income annuities.The post Nonqualified Fixed Income Annuities: A Timeless Tax and
Bob Klein’s article, How to Enjoy a Guilt-Free Retirement, was published in The Street’s Retirement Daily. Fixed income annuities could be the key to limiting your financial guilt in retirement.The post Bob Klein’s “How to Enjoy a Guilt-Free R
Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT.The post Reduce Capital Gains Tax o
It's a great time to purchase or add funds to fixed income annuities as part of an overall retirement income plan given the continued escalating stock market highs. The post Take Some Chips Off the Table and Add Them to Older Income FIAs appea
If you didn't take distributions from your retirement plan and IRA accounts in 2020, you may be surprised by your 2021 RMD. Adviser Robert Klein explains how changes to the rules in 2020 will impact you in 2021 and beyond.The post RMDs Require
Six stealth taxes can increase your income tax liability and reduce your lifetime after-tax retirement income. Planning for each of them should begin long before and continue throughout retirement.The post Six Stealth Taxes That Can Derail Yo
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