Bob Klein’s article, Avoid This Pitfall When Planning for IRMAA, was published in The Street’s Retirement Daily. How does income affect your Medicare Part B premium? How do you tackle IRMAA planning?  

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Bob Klein’s article, Finance Long-Term Care for 10 Years was published in The Street’s Retirement Daily. Discover the benefits of a limited-pay long-term care plan.  

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Bob Klein’s article, Stock Market Window of Opportunity was published in The Street’s Retirement Daily. How do staged Roth IRA conversion plans help you benefit from a stock market decline?.  

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Bob Klein’s article, Doubling the Residential Exclusion is a Win-Win was published in The Street’s Retirement Daily. Since 1998, you can sell your home and exclude gain from your income of up to $250,000 (single filing) and up to $500,000 (married filing joint). But with inflation, shouldn’t that excludable amount be increased? Here’s an idea […]

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Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk.

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Bob Klein’s article, Don’t Assume Your Financial Adviser Does Tax Planning was published in The Street’s Retirement Daily. Work with an adviser who, in addition to your investments, will help you with Social Security, Medicare, estate planning, insurance, and long-term care…and tax planning!  

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A home equity conversion mortgage, or HECM reverse mortgage, can be used to manage and mitigate the sequence of returns risk.

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Bob Klein’s article, Three Ways to Minimize Required Minimum Distributions, was published in The Street’s Retirement Daily. Short of not making contributions to a qualified retirement plan, there are three ways to minimize required minimum distributions.  

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There are six proven strategies for optimizing after-tax retirement income that can increase the longevity of one’s assets in retirement.

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Five financial metrics can be used to analyze the pros and cons of unlocking home equity as part of a retirement income plan.

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