Articles in the 4th Quarter - January 2022 Issue:
Some of the topics covered in this issue:
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.
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.
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
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.
QTY is not available.