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InFRE's 2021 1st Qtr Issue of Retirement Insight and Trends

The April 2021 free quarterly newsletter features articles on Medical Planning, Guranteed Income and HSAs.

Articles in the 1st Quarter - April 2021 Issue:

  • "Advanced Annuity and Tax Strategies for Retirement Income” by Curtis V. Cloke, CLTC, LUTCF, RICP®, Founder of Thrive Income Distribution System, LLC. 
  • "Incorporating the Housing Asset in Retirement Planning" by Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning
  • "Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement" by Barry Sacks, PhD, JD

Some of the topics covered in this issue:

  1. Improve your knowledge about the best and worst uses for annuities; learn how annuities integrate with taxes, explore how annuities may enhance and optimize a retiree’s portfolio; define critical elements for advisors for better product selection and ultimate client satisfaction. 

  2. Learn what share of total wealth is represented by the housing asset; how reverse mortgages have evolved to meet your client’s need for safety and sustainability; strategies that amplify coordination of retirement assets. 

  3. Learn the effect of skipping a few distributions from a securities portfolio, replacing the income with draws on a buffer asset such as home equity, and how the result is greater cash flow sustainability and a greater legacy; using a reverse mortgage to replace a conventional mortgage, and thereby reducing cash needs during retirement; how to use a “reverse mortgage for purchase” to downsize or to change location, and to provide additional funds to invest for additional cash flow in retirement; using a reverse mortgage to provide liquidity for the division of assets in “silver divorce.”

1 hr CFP®, CRC® and other CE Credit Reporting

After passing exam, reporting for CFP®, CRC® and other CE credit is free.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

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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