Bob Klein discussed Roth IRA conversions for the RICP® program at The American College of Financial Services in King of Prussia, Pennsylvania on November 11th and 12th. Bob teamed up with Dave Littell and Colin Slabach, two of the program’s professors, in the College’s studio to record educational videos for students.

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One underutilized strategy for optimizing the longevity of assets when planning for retirement is a staged, or multi-year, Roth IRA conversion plan. There are seven reasons to start this type of plan today.

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A surviving spouse who has the same, or even less, income will often be subject to higher federal, and potentially, state, income tax liability.

The post Is Your Widow(er) Included in Your Income Tax Plan? appeared first on Retirement Income Center.

The Association for Long Term Care Planning provides the latest reviews and ratings of insurers and has a list of shopping tips when buying a long-term care policy that can help consumers make a well-informed decision.

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When presented in the context of retirement income planning, fixed income annuities have proven to be the most appropriate and natural commercial solution for providing sustainable lifetime income.

The post Uneasy About the “A” Word? You’re Not Alone appeared first on Retirement Income Center.

Lower tax rates under the new income tax law, combined with the likelihood of higher tax rates in the future, support a Roth solo 401(k) contribution strategy.

The post Roth Solo 401(k) Makes More Sense Than Ever appeared first on Retirement Income Center.

Lane Martinsen’s The Holistic Retirement Planning Revolution, forward by Bob Klein, is now available on Amazon and Barnes & Noble.

The post Lane Martinsen’s The Holistic Retirement Planning Revolution Published appeared first on Retirement Income Center.

The Tax Cuts and Jobs Act of 2017 contains numerous changes that affect income tax planning and preparation for 2018 through 2025 after which most of the provisions expire. Two of the more significant changes are a reduction in the amount of principal on which residential mortgage interest can be deducted and the elimination of […]

The post The Interest Deduction is Dying a Slow Death appeared first on Retirement Income Center.

There are five deductions available to self-employed individuals, including a brand new one in 2018, that can result in substantial income tax savings.

The post 5 Self-Employed Income Tax Deductions You Don’t Want to Miss appeared first on Retirement Income Center.

When you buy a house, typical financing is a mortgage equal to 80% of the purchase price. This enables you to purchase a much more expensive home than you would otherwise be able to do without the mortgage. The goal is to increase your equity in the property over time through a combination of paying down the mortgage and appreciation.

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