2021 1st Qtr Issue - Advance Annuity, Reverse Mortgage, Housing Wealth

2021 1st Quarter Issue – InFRE’s most current free retirement newsletter – 1.0 CRC and CFP CE credit

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Print this issue

The quarterly newsletter from the International Foundation for Retirement Education helps retirement professionals keep abreast of what’s happening in the field of retirement readiness, counseling, planning, and income management.

In this most current version of our retirement-specific newsletter, planners will learn about:

  1. “Advanced Annuity and Tax Strategies for Retirement Income” by Curtis V. Cloke, CLTC, LUTCF, RICP®, Founder of Thrive Income Distribution System, LLC. We can improve the knowledge about the best and worst uses of annuities because often, there are myths.
  2. “Incorporating the Housing Asset in Retirement Planning” by Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning. Dr. Wade Pfau, CFA, RICP notes that there are three significant threats in retirement: longevity, market volatility, and spending shocks. In this article, we are exploring how the housing asset can be utilized to counter these threats.
  3. “Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement” by Barry Sacks, PhD, JD. In this article, we will cover some advanced strategies that use housing wealth to improve financial outcomes in retirement.

The articles below comprise the 2021 1st Qtr Issue of Retirement Insight and Trends. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.

Follow the link at the end to access the quiz, and upon passing with 70% or greater you may receive 1.0 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE credit!

 

Welcome to InFRE’s April, 2021 Issue of Retirement Insight and Trends

on April 26, 2021

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® here and […]
Continue Reading this issue of Retirement Insight and Trends here→


 

January, 2021 InFRE Update: Welcome to Our New CRC® Board of Standards and Policy Development Members!

on January 15, 2021

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997.

InFRE’s Certified Retirement Counselor® (CRC®certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of ethics and continuing education requirements. […]
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Advanced Annuity and Tax Strategies for Retirement Income

on April 26, 2021

By Curtis V. Cloke, CLTC, LUTCF, RICP®, Founder of Thrive Income Distribution System, LLC

We can improve the knowledge about the best and worst uses of annuities because often, there are myths. This article is an advanced discussion, so we will assume that you know basic annuity tax facts. […]
Continue Reading →


 

Incorporating the Housing Asset in Retirement Planning

on April 26, 2021

By Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning

Dr. Wade Pfau, CFA, RICP notes that there are three significant threats in retirement: longevity, market volatility, and spending shocks. In this article, we are exploring how the housing asset can be utilized to counter these threats. […]
Continue Reading →


 

Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement

on January 15, 2021

By Barry Sacks, PhD, JD

In this article, we will cover some advanced strategies that use housing wealth to improve financial outcomes in retirement. So, what’s meant by improving financial outcomes in this context? A significant concern of retirees and their financial planners is the risk of these retirees outliving their financial resources, which is more colloquially referred to as running out of money. There is nothing worse than running out of money, especially when one is in advanced age, and there is no way of recovering. […]

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Earn 1 free Continuing Education (CE) credit for the April, 2021 Issue of InFRE’s Retirement InSight and Trends

on April 26, 2021

You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the April, 2021 issue of Retirement InSight and Trends.
Click here to access the quiz.
When you have completed the last question, click the “submit” button to submit your final answers. You may not return to review or change your answers after clicking submit or if you close the browser window. You may restart the quiz if needed.
A score of 70% is required to pass the quiz and earn CE credit. You will see your score on your screen upon submitting your answers. An email will automatically be sent to you for your records as proof of successful completion. […]
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