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. 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 newsletter. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Social Security GPO: FOMO, IDK, or LOL??” by Michael Wilson, CFP®, CRC®, RICP®, Integrity Financial Planning. In this case, LOL means lots of luck trying to understand the GPO because, even for those in the financial industry, it can be challenging.
- “Care Planning Prevents Tearing Families Apart” by Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP, the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisor, C. Golden Consulting, LLC. All generations, from the Silent to the Millennial, are caught up in the unpreparedness of aging adults with growing care needs.
- “Are Health Savings Accounts better than a 50% employer-match on a 401(k)?” by Greg Geisler, PhD, CPA, Clinical Professor of Accounting at Indiana University-Bloomington. 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.
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