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.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read. Recent issues are eligible for CRC®, CFP®, CRPC®, ASPPA, the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) and other CE credit when you pass the online exam.
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.
- “Elder Law Basics” by Amber B. Woodland, Esq., Partner at ProcinoWells & Woodland, LLC. Learn: the legal framework related to Elder Law and long term care government benefits; understand how to add asset protection planning to a foundational estate plan; learn about long term care Medicaid income and asset eligibility rules.
- “Boost Retirement Security with HSAs” by Roy Ranthum, MPH, “Mr. HSA” and Aaron Benway, CFP ®, MBA. Learn: about HSAs, including a comparison with other tax-deferred savings programs; understand how HSAs can be invested; discover strategies to maximize client savings via HSAs.
- “Where Senior Living and Retirement Planning Intersect, Opportunities Emerge” by Brad Breeding, CFP®, President and Co-Founder of MyLifeSite. Learn: why staying in the home may not always be the most practical choice, even if it is perceived to be less costly; the various alternatives to staying in the home- in plain terms- and the pros and cons of each; what questions to ask in order to prompt meaningful discussion and planning; retirement planning needs related to the various senior housing choices.
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