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Retirement InSight and Trends

Retirement readiness and income planning insights for retirement advisors.

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Welcome to the January, 2023 Issue of Retirement Insight and Trends – 1 CRC CE Credit Only

Retirement InSight and Trends is the quarterly newsletterr for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. The articles below comprise this retirement-specific …

Read moreWelcome to the January, 2023 Issue of Retirement Insight and Trends – 1 CRC CE Credit Only

Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC Editor’s note: This article is an adaptation of the live webinar delivered by Derek Graham in 2023. His comments have been edited for clarity and length. You can read the summary article here as part of the January 2023 Retirement InSight and Trends Newsletter, worth 1.0 …

Read moreHelping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

How Social Security Benefits Taxation and IRMAA Raise Marginal Tax Rates in Retirement

Greg Geisler, PhD, CPA, Clinical Professor of tax accounting at Indiana University-Bloomington Editor’s note: This article is an adaptation of the live webinar delivered by Greg Geisler in 2022. His comments have been edited for clarity and length. You can read the summary article here as part of the January 2023 Retirement InSight and Trends …

Read moreHow Social Security Benefits Taxation and IRMAA Raise Marginal Tax Rates in Retirement

Earn 1 free Continuing Education (CE) credit for the January, 2023 Issue of Retirement InSight and Trends

You can earn 1 CRC® CE credit for the January, 2023 issue of Retirement InSight and Trends. Click here to access the quiz and earn 1 free CE credit upon successful completion of the quiz. You will only be allowed three attempts at passing the quiz so please make sure you have carefully read all …

Read moreEarn 1 free Continuing Education (CE) credit for the January, 2023 Issue of Retirement InSight and Trends

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