The July, 2022 free quarterly newsletter features articles on Solo Aging, Retirement Accounts, Elderly Planning Needs.

Articles in the July, 2022 Issue:

• "Meeting the Challenges of Solo Aging" by Sara Zeff Geber, PhD
• "Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions" by Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc.
• "Age Wave: Meeting the Elder Planning Needs of Today’s Retiree" by Bob Mauterstock, CFP®, ChFC, CLTC

Some of the topics covered in this issue:

1. Discover ways to develop a solid support system; explore key sources of happiness in later life; better understand how a Solo Ager’s social network differs from that of a parent; explore the most important ways adult children support their aging parents and how to ensure you are similarly supported when you need it; understanding why it is critical to avoid isolation; learn more about the many options for where you might live in later life.

2. Choose the right method when moving IRAs and employer plan assets; identify the type of accounts between which assets can be moved; determine how to avoid unintended distributions with owner and inherited accounts; help spouse beneficiaries choose the ‘right’ options for moving inherited IRAs; determine how to fix mistakes, where possible.

3. Learn about facilitating successful family meetings; long term care planning; end of life planning; creating a lasting legacy; dealing with clients’ diminished mental capacity.

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: Retirement Resource Center (RRC)

Designed for: Advisors and Retirement Counselors