Retirement InSight and Trends is the quarterly newsletterr from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement planning and income management.
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.
- “Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts” by Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc. In this article, we will look at how to move assets from one inherited retirement account to another without making a mistake. Why is this so important? When an IRA owner makes a mistake moving their retirement account, there is usually a fix. But when it comes to the beneficiary, there is hardly ever a fix.
- “The New Retirement Reality” by Michael Finke, PhD. I have written a lot about the new environment for financial assets and longevity, understanding some of the characteristics of the marketplace that tomorrow’s retirees will have to face in the defined contribution era because, right now, individuals are responsible for making their own decisions about creating retirement income.
- “Adaptive-based Retirement Spending” by Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP. The best thing we can do to improve our retirement income situation is to make a smart decision about when and how to retire. Most Americans think they will retire later than they actually do, as two-thirds retire earlier than planned.
This issue is worth one free CRC®, CFP®, CRPC®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit upon reading all the articles and successfully completing the online quiz. An email will be sent to you and the Retirement Resource Center 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 the Retirement Resource Center to report your CRC® credit to InFRE and/or CFP® credit to the CFP Board.
- You are responsible for reporting your CE hours for CRPC®, ASPPA recertification and the American College\’s Professional Recertification Program (CLU®, ChFC®, CASL).
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.