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.
- “Meeting the Challenges of Solo Aging” by Sara Zeff Geber, PhD. I live in California, the land of good wine, and it was in the Silicon Valley area that I met with a friend at one of those cute little wine bars in Palo Alto. She started to talk about everything she had been doing over the last year plus for her mother, who was then about 87. She had been flying back and forth, probably six times in one year, to the East Coast where her mother was because she had to get her mother situated in a retirement community.
- “Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions” by Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc. When we look at the statistics, we see that most Americans are behind the eight ball when saving for retirement. Most of those who have anything saved are held in tax-deferred retirement accounts, so we have to help them protect those assets at all costs.
- “Age Wave: Meeting the Elder Planning Needs of Today’s Retiree” by Bob Mauterstock, CFP®, ChFC, CLTC. Most of us are not aware of the changing dynamics within our country. The fastest-growing age group in this country is the people over the age of 85.
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