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InFRE's 2018 1st Qtr Issue of Retirement Insight and Trends

The March 2018 free quarterly newsletter features articles on Pensionizing Any IRA, Home Equity, and Protecting an Aging Client's Retirement Security.

 Annalee Kruger, President, Care Right, Inc. Peter Neuwirth and Barry Sacks Steve Vernon, FSA – Expert in Strategies that Integrate DC Plans, Social Security, QLACs

Articles in the 1st Quarter - March 2018 Issue:

  • InFRE Update: Get the Most Out of Your CRC® Certification

  • How to “Pensionize” Any IRA or 401(k) Plan, by Steve Vernon, F.S.A., Research Scholar, Stanford Center on Longevity

  • Integrating Home Equity and Retirement Savings Through the “Rule of 30”, by Peter Neuwirth, FSA, FCA, and Barry Sacks, PhD, JD

  • How to Protect an Aging Client's or Adult Child's Retirement Security from a Medical Crisis, by Annalee Kruger of Care Right Inc.

Some of the topics covered in this issue:

  1. Learn how middle-income retirees can develop a stream of reliable lifetime income; see straightforward investment strategies that can be used by middle-income retirees during their retirement; see methods for analyzing and comparing retirement income strategies.

  2. Learn what the conventional strategy (a passive strategy) is for the use of home equity to enhance retirement income; what the “coordinated” strategy (an active strategy) is for the use of home equity to enhance retirement income; how to perform a simple estimate to determine the amount of inflation-adjusted cash flow a retiree can reasonably expect throughout a 30-year retirement.

  3. Learn how advisors can and should help their aging clients and their clients' adult children prepare for a health event ahead of time; what can happen to their retirement security if their needs are not addressed; why it is important to develop a team of professionals to refer.

1 hr CRC Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® and CFP® CE credit is free. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. You are responsible for reporting your CE hours for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE recertification.

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

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