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 newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- Retire With More – Tax-Advantaged Business Sales” by Tiffany T. House, CAP®, CEPA, FCEP, Gift Planning Institute and Tax & Estate Strategy. There are many tax-advantaged sale options. My goal is to help you understand how various planning tools apply to different corporate structures of businesses like S-Corp, C-Corp, and LLCs and for you to feel confident as an advisory team member when clients are ready to sell their businesses.
- “Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE” by Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC. My business partner and I teach a class at Ohio State. In this class, we talk about a triangle of services in financial planning.
- “How Social Security Benefits Taxation and IRMAA Raise Marginal Tax Rates in Retirement” by Greg Geisler, PhD, CPA, Clinical Professor of Accounting at Indiana University-Bloomington. The Social Security Tax Torpedo is a problem for moderate-income retirees. “Tax Torpedo” is just a cute word for a very high marginal tax rate.
This issue is worth one free CRC® CE credit upon reading all the articles and successfully completing the online quiz. An email will be sent to you and InFRE upon successful completion (score of 70% or more) of the CE exam.
Click here for the Continuing Education Exam that corresponds to this issue. 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.
To report CE:
- Your score will automatically be sent to InFRE for CRC® credit.
Looking for additional CE opportunities? Visit the continuing education section of the Retirement Resource Center store to find hundreds of additional professional development and continuing education options by leading experts, the way you want to learn, at the level that’s right for you.