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 each article online separately, or click here to view and print the issue in its entirety.
- “5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility” by Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC. Social Security is a topic that is near and dear to my heart, primarily because I run into consumers and financial professionals every day that just are confused, and rightfully so.
- “Determining Your Client’s Retirement Income Style” by Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services. The tax-efficient order to invest and pay down debts, is in other words, how to maximize the tax-efficient accumulation of wealth while you are working.
- “Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare” by Kelley Long, CPA/PFS, CFP®. This article is about avoiding pitfalls when continuing to contribute to a health savings account (HSA) once you’re receiving Medicare.