Retirement InSight and Trends is the quarterly newsletter 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.
The articles below comprise this retirement-specific newsletter. Click on the links below to read ehttps://retirement-insight.com/integrating-home-equity-retirement-savings-rule-30/ach article online separately, or click here to view and print the issue in its entirety.
- “Integrating Home Equity and Retirement Savings Through the ‘Rule of 30′” by Peter Neuwirth and Barry Sacks. Most people reaching retirement age have savings in a 401(k) account or otherwise that are inadequate to meet their consumption needs during retirement. Recent research has shown that integrating home equity with retirement savings provides a strong enhancement of the amount available throughout retirement.
- “How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis” by Annalee Kruger of CareRight Inc. A medical crisis can put families into a tailspin if a plan is not in place ahead of time. Advisors must understand how a medical event might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared.