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InFRE's 2021 4th Qtr Issue of Retirement Insight and Trends

The January 2022 free quarterly newsletter features articles on Estate Planning, Annuities and Social Secuirity.

Articles in the 4th Quarter - January 2022 Issue:

  • "Social Security GPO: FOMO, IDK, or LOL??” by Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning
  • "Care Planning Prevents Tearing Families Apart” by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP, the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisor, C. Golden Consulting, LLC. 
  • “Are Health Savings Accounts Better Than a 50% Employer Match on a 401(k)?" by Greg Geisler, PhD, CPA, Clinical Professor of Accounting at Indiana University-Bloomington

Some of the topics covered in this issue:

  1. Learn how Social Security defines various retirement benefits; understand when the GPO does and does not apply; learn how to calculate the GPO’s impact; determine who may be affected by the GPO; identify potential methods of reducing the GPO. 

  2. Learn how the changing face of planning for extended or LTC affects retirement; review current generational/societal caregiver availability and costs; gain insight into the impact of caregiving on retirement; discover retirement “life preserver” planning using 3 Simple Steps.

  3. Learn when an employee’s HSA contribution increases wealth more than an employer’s 401(k) matching contribution and vice versa; learn the order to invest and pay down debts to maximize wealth; be able to rank order all of the different ways to invest under the income tax law: HSAs, employer-matched 401(k)s, 529 Education savings accounts, unmatched 401(k)s, Roth 401(k)s, (traditional) 401(k)s, and nonqualified.

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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