Retirement InSight and Trends is the quarterly newsletter from the Retirement Resource Center that helps committed professionals with the practical application of new concepts in the field of retirement readiness, counseling, planning and income management.
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.
- “SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs” by Denise Appleby, MJ, CISP, CRC®, CRPS, CRSP, APA, Founder and Owner of Appleby Retirement Consulting, Inc. The SECURE Acts 1.0 and 2 (Setting Every Community Up for Retirement Enhancement) are why we are here today because it does get complicated.
- “Retirement Income Using Charitable Strategies” by Tiffany T. House, CAP®, CEPA, FCEP, Gift Planning Institute, Tax & Estate Strategy. Advisors, it is so vital to have charitable conversations with your clients. There are many reasons why. First, it offers us the ability to connect on a deeper level.
- “Women Vulnerable in Retirement: Housing Wealth Solutions” by Shelley Giordano, MA,Enterprise Integration Mutual of Omaha Mortgage,Founder Academy Home Equity Financial Planning. The press has widely publicized that about 70% of women flat-out fire their advisors once divorced or widowed. Here are some reasons they give for being dissatisfied with their advisors.