Retirement InSight and Trends is the quarterly newsletterr from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement planning and income management.
The articles below comprise this retirement-specific newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Lifetime Income: A License to Spend” by David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, PGIM DC Solutions. Just how do retirees effectively use their savings to fund retirement? At a high level, it is difficult to know how much you can spend from a portfolio when we have all of these uncertainties, right? We do not know what the market will do over the next year or the next 30 years. We do not know how long retirement is going to last. We do not know what inflation is going to be. There are all of these risks.
- “Strategies for the Great Wealth Transfer” by Tiffany T. House, CAP®, CEPA, FCEP, Gift Planning Institute and Tax & Estate Strategy. Family dynamics are never simple and can get a little bit difficult. I am always so surprised how many people do not even think about the two certainties of life, which we know are death and taxes. Nobody likes to deal with either one of them or get excited about planning for their future death.
This issue is worth one free CRC® CE credit upon reading all the articles and successfully completing the you and InFRE upon successful completion (score of 70% or more) of the CE exam.
Click here for the Continuing Education Exam that corresponds to this issue. Click here to see other free issues that you may read. Recent issues are eligible for CRC® CE credit when you pass the online exam.
To report CE:
- Your score will automatically be sent to InFRE for CRC® credit.
Looking for additional CE opportunities? Visit the continuing education section of the Retirement Resource Center store to find hundreds of additional professional development and continuing education options by leading experts, the way you want to learn, at the level that’s right for you.