Podcasts Business Retirement Income Center

Retirement Income Center

178 episodes

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Podcasts

RMDs Required Again in 2021

Published: March 9, 2021, 9 a.m.
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Six Stealth Taxes That Can Derail Your Retirement

Published: Feb. 3, 2021, 9:20 a.m.
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Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment

Published: Jan. 4, 2021, 3:45 p.m.
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Bob Klein’s “Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment” Published in Retirement Daily

Published: Dec. 8, 2020, 8:46 p.m.
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Keep Your Eye on QBI Before You Rothify

Published: Dec. 7, 2020, 9:45 a.m.
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Should You Do a Roth IRA Conversion After Age 62?

Published: Nov. 23, 2020, 9:04 a.m.
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Bob Klein’s “Keep Your Eye on QBI Before You Rothify” Published in Retirement Daily

Published: Nov. 12, 2020, 5:27 p.m.
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Bob Klein Completes Ed Slott and Company, LLC Advanced Virtual Training

Published: Nov. 6, 2020, 5:28 p.m.
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Don’t Qualify for Cornavirus-Related Distributions? There’s Always 72(t)

Published: Sept. 26, 2020, 5:02 p.m.
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5 Retirement Plan Beneficiary Mistakes to Avoid

Published: Aug. 31, 2020, 8 a.m.
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Winning at the 401(k) Game

Published: July 20, 2020, 1:45 p.m.
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Bob Klein’s “How to Maximize Your Lifetime After-Tax Income With Your 401(k)” Published in Retirement Daily

Published: July 8, 2020, 7:43 p.m.
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Not Your Father’s Reverse Mortgage

Published: June 22, 2020, 8:15 a.m.
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Bob Klein to Write for The Street’s Retirement Daily

Published: June 10, 2020, 9:48 p.m.
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You Have 10 Years to Empty Your Beneficiary IRAs If You Aren’t an EDB

Published: June 1, 2020, 8:15 a.m.
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Annuity.org

Published: May 27, 2020, 7:21 p.m.
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Retirement Income Center Introduces Everplans to Retirement Planning Clients

Published: May 21, 2020, 6 p.m.
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Don’t Leave 50% of Your Spouse or Ex-Spouse’s Social Security Benefits on the Table

Published: May 11, 2020, 8:15 a.m.
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Coronavirus Provides New Impetus for Probate Avoidance Planning

Published: April 27, 2020, 8:15 a.m.
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Contribute Your 2020 RMD to a Roth IRA

Published: April 20, 2020, 8:15 a.m.
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2020 Required Minimum Distributions Waived

Published: April 6, 2020, 8:15 a.m.
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The Roth IRA Conversion Trifecta

Published: March 30, 2020, 8:15 a.m.
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Will Congress Suspend 2020 Required Minimum Distributions?

Published: March 16, 2020, 8:15 a.m.
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Bob Klein Accepted as a Member of Ed Slott’s Elite IRA Advisor Group℠

Published: March 2, 2020, 6:23 p.m.
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5 Lifetime Valentine’s Day Gifts for Your Spouse

Published: Feb. 11, 2020, 2:30 p.m.
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Avoid Unintended Consequences for You and Your Family

Published: Nov. 26, 2019, 2:30 p.m.
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Bob Klein Discusses Roth IRA Conversions at The American College of Financial Services

Published: Nov. 13, 2019, 4:41 p.m.
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7 Reasons to Start a Staged Roth IRA Conversion Plan Today

Published: Sept. 17, 2019, 1:43 p.m.
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Is Your Widow(er) Included in Your Income Tax Plan?

Published: Aug. 6, 2019, 1:45 p.m.
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Association for Long Term Care Planning (ALTCP)

Published: June 12, 2019, 7:46 p.m.
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Uneasy About the “A” Word? You’re Not Alone

Published: May 14, 2019, 8 a.m.
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Roth Solo 401(k) Makes More Sense Than Ever

Published: March 19, 2019, 8 a.m.
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Lane Martinsen’s The Holistic Retirement Planning Revolution Published

Published: March 5, 2019, 3:45 p.m.
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The Interest Deduction is Dying a Slow Death

Published: Feb. 19, 2019, 9 a.m.
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5 Self-Employed Income Tax Deductions You Don’t Want to Miss

Published: Jan. 22, 2019, 9 a.m.
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Leverage Your Assets for Retirement

Published: Dec. 18, 2018, 3:08 p.m.
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Retain Your Gains with Fixed Index Annuities

Published: Oct. 30, 2018, 2:38 p.m.
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Retirement Income Center Named 1 of 8 Best Retirement Income Podcasts

Published: Oct. 22, 2018, 12:30 p.m.
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How to Avoid Tax and Receive Tax-Favored Lifetime Income on the Sale of a Rental Property

Published: Oct. 2, 2018, 8 a.m.
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Which Investments Do You Recommend?

Published: Aug. 7, 2018, 8 a.m.
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Linked Benefit Plans Offer Attractive Alternative to Long Term Care Insurance

Published: July 3, 2018, 8 a.m.
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Protect Against Elder Fraud with Fixed Income Annuities

Published: June 12, 2018, 8 a.m.
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Why Aren’t You Retired?

Published: May 15, 2018, 8 a.m.
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New Tax Law – The Mostly Good, the Bad, and the Ugly

Published: April 17, 2018, 8 a.m.
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Are Nondeductible IRA Contributions Worth It?

Published: March 20, 2018, 8 a.m.
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RMDs: Recapture My Deductions – A Questionable Strategy

Published: Feb. 13, 2018, 9 a.m.
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AMT Exposure Minimized Under New Tax Law

Published: Jan. 16, 2018, 9 a.m.
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Tax Reform: Now You See It, Now You Don’t

Published: Dec. 27, 2017, 9 a.m.
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Charitable Giving Cut for Middle-Income Taxpayers in Tax Cuts and Jobs Act

Published: Nov. 20, 2017, 9 a.m.
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The Perfect Storm for a Tax Credit Longevity Annuity Plan

Published: Nov. 7, 2017, 8:01 a.m.
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Do You Have Enough After-Tax Income to Retire?

Published: Oct. 17, 2017, 8 a.m.
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A 401(k) Plan Isn’t a Pension Plan

Published: Sept. 26, 2017, 8 a.m.
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Volatility ETFs are Too Volatile

Published: Aug. 29, 2017, 8 a.m.
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Life Expectancy: Err on the Optimistic Side

Published: Aug. 8, 2017, 8 a.m.
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Should Your Retirement Age be Dictated by Your Social Security Full Retirement Age?

Published: July 25, 2017, 8 a.m.
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Are You Using This Tax-Favored Sustainable Income Strategy?

Published: June 27, 2017, 8 a.m.
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6 Deficiencies of 401(k) Plans

Published: May 16, 2017, 2:03 p.m.
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Avoid Income Tax on Stock Sales with Donor Advised Funds

Published: April 25, 2017, 3 p.m.
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Replace Unpredictable RMDs with Secure Lifetime Income

Published: April 4, 2017, 8 a.m.
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Strategic Roth IRA Conversions Still Make Sense

Published: March 21, 2017, 8 a.m.
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Read Between the Retirement Survey Headlines

Published: Feb. 21, 2017, 9 a.m.
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Is Cognitive Impairment Part of Your Retirement Income Plan?

Published: Feb. 14, 2017, 9 a.m.
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Income-Proof Your Aggressive Portfolio

Published: Jan. 31, 2017, 9 a.m.
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Wage Replacement Ratio – Flawed Retirement Planning Tool

Published: Jan. 10, 2017, 9 a.m.
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Bulk Up Your Sustainable Lifetime Income

Published: Dec. 20, 2016, 9 a.m.
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Sometimes You Don’t Know What You Don’t Know Until It’s Too Late

Published: Nov. 29, 2016, 9 a.m.
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Get It Right the First Time – You Probably Won’t Be Able to Unretire Like Phil Collins

Published: Nov. 15, 2016, 9 a.m.
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It’s Time for IRA – 401(k) Contribution Parity

Published: Oct. 18, 2016, 8 a.m.
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Make sure you have a long-term-care plan in place before it’s too late

Published: Oct. 10, 2016, 2:39 p.m.
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Optimize Retirement Cash Flow, Not Social Security

Published: Sept. 13, 2016, 12:30 p.m.
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How to put some muscle into your Roth 401(k)

Published: Sept. 2, 2016, 3:27 p.m.
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The 401(k) Unlevel Playing Field

Published: Aug. 9, 2016, 12:30 p.m.
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Period Certain is Cheap Insurance on SPIAs and DIAs

Published: July 19, 2016, 12:30 p.m.
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Should the Social Security eligibility age be increased to 64?

Published: July 5, 2016, 5:28 p.m.
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Hedge Against Longevity with a Roth IRA Strategy

Published: June 21, 2016, 12:30 p.m.
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5 reasons to include sustainable income in your retirement plan

Published: June 6, 2016, 5:48 p.m.
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Leverage Your Rental Property Suspended Passive Losses

Published: May 17, 2016, 12:30 p.m.
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5 carryovers to remember when doing 2016 tax planning

Published: May 4, 2016, 5:58 p.m.
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Income Rider is Everything When it Comes to FIAs

Published: April 19, 2016, 11:30 a.m.
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Don’t Miss Your Roth IRA Conversion Opportunity

Published: April 5, 2016, 12:30 p.m.
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Does it matter whether you receive an income-tax refund?

Published: March 28, 2016, 6:02 p.m.
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Escape the Roth 401(k) Trap

Published: March 15, 2016, noon
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$1 million today or $100,000 a year for the rest of your life?

Published: March 4, 2016, 7:54 p.m.
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Long-Term Care Insurance — Tax-Free Income When You Need It

Published: Feb. 9, 2016, 1:45 p.m.
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Did Your Medicare Part B Premium Increase 270% in 2016?

Published: Jan. 26, 2016, 1:45 p.m.
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Don’t limit your longevity protection to $125,000

Published: Jan. 21, 2016, 9:28 p.m.
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2015 Was a Successful Year

Published: Dec. 31, 2015, 9:01 a.m.
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Take steps to make your retirement nest egg tax friendly

Published: Dec. 26, 2015, 9:28 p.m.
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Deductibility of Your IRA Contribution Endangered by Your Spouse’s Retirement Plan

Published: Dec. 22, 2015, 1:40 p.m.
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The tax rules that limit the deductibility of your IRA contributions

Published: Dec. 9, 2015, 9:32 p.m.
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Deferred Income Annuities Comparing More Favorably with FIAs with Income Riders

Published: Dec. 1, 2015, 1:45 p.m.
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Optimize Deferred Income Annuity Pre- and Post-Income Start Date Payout

Published: Nov. 24, 2015, 1:45 p.m.
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Social Security loophole’s windfall opportunity repealed

Published: Nov. 11, 2015, 9:37 p.m.
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Social Security Benefits Take Another Hit

Published: Nov. 3, 2015, 1:45 p.m.
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Don’t let higher Medicare premiums derail your Social Security plan

Published: Oct. 20, 2015, 8:45 p.m.
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It’s a Good Time to Own a FIA with an Income Rider

Published: Oct. 6, 2015, 12:15 p.m.
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Investing in your health can be your best way to avoid taxes

Published: Oct. 1, 2015, 8:47 p.m.
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Retirement Income Planning 10-Step Checklist

Published: Sept. 29, 2015, 12:30 p.m.
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Don’t Defer Your QLAC Purchase

Published: Sept. 15, 2015, 1 a.m.
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Depressed markets provide opportunities for Roth IRA conversions

Published: Aug. 24, 2015, 9:38 p.m.
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How to design the ideal retirement portfolio

Published: July 23, 2015, 9:46 p.m.
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Don’t Underestimate the Power of Zero

Published: July 6, 2015, 1 a.m.
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Looking for a Deferred Fixed Income Annuity on Steroids?

Published: June 22, 2015, 1 a.m.
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Will 13 be the Dow’s lucky number?

Published: June 16, 2015, 9:47 p.m.
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Deferring Social Security Helps Pay Medicare Part B Premiums

Published: June 8, 2015, 1 a.m.
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Retrofit your portfolio before the next market crash

Published: May 22, 2015, 9:52 p.m.
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Medicare Part B premiums increasing up to 30%

Published: May 12, 2015, 9:54 p.m.
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Make Sustainable Income a Cornerstone of Your Portfolio Beginning at 45

Published: April 27, 2015, 1 a.m.
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Looking for a Pension with a Flexible Start Date?

Published: March 16, 2015, 1 a.m.
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5 benefits of a capital gains retirement strategy

Published: Feb. 25, 2015, 11:01 p.m.
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3 Pitfalls of Social Security Optimizers

Published: Feb. 23, 2015, 1 a.m.
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Is a QLAC Right for You?

Published: Feb. 2, 2015, 1 a.m.
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How to reduce retirement anxiety

Published: Jan. 23, 2015, 11:03 p.m.
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Has Your Estate Plan Outgrown You?

Published: Jan. 5, 2015, 1 a.m.
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2014 Was an Eventful Year

Published: Dec. 31, 2014, 9:43 a.m.
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Starting Social Security later—for your spouse’s sake

Published: Dec. 22, 2014, 11:08 p.m.
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Can We Still Plan to Retire at a Specific Age?

Published: Dec. 8, 2014, 1 a.m.
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QLACs are Here

Published: Dec. 1, 2014, 1 a.m.
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No Black Friday bargains on Roth IRA conversions

Published: Nov. 26, 2014, 11:10 p.m.
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How annuities can provide a secure retirement withdrawal strategy

Published: Nov. 24, 2014, 11:13 p.m.
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5 Ways to Reduce Your Tax Liability Using Roth IRA Conversions

Published: Nov. 3, 2014, 1 a.m.
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Don’t let the next downturn undermine your retirement

Published: Oct. 28, 2014, 10:18 p.m.
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Are Healthcare Expenses Included in Your Retirement Plan?

Published: Oct. 13, 2014, 1 a.m.
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Extend the life of your children’s inherited IRAs

Published: Oct. 6, 2014, 10:23 p.m.
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Don’t Expect to See QLAC’s Soon

Published: Sept. 15, 2014, 1 p.m.
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Why an air-tight will can’t protect beneficiaries

Published: Sept. 9, 2014, 6:39 p.m.
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Long-term care insurance makes a great birthday gift

Published: Aug. 20, 2014, 10:31 p.m.
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Retirement Income Visions Celebrates 5-Year Anniversary!

Published: Aug. 18, 2014, 1 a.m.
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You Don’t Have to Wait Until 85 to Receive Your Annuity Payments

Published: Aug. 4, 2014, 1 a.m.
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6 ways a new tax law benefits a sustainable retirement

Published: July 25, 2014, 10:42 p.m.
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What is Your Planned Retirement Trigger?

Published: July 14, 2014, 1 a.m.
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Social Security loophole’s huge windfall opportunity

Published: July 10, 2014, 10:47 p.m.
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You need a plan to retire before you plan to retire

Published: June 23, 2014, 10:57 p.m.
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Do You Want to RAP or Do You Prefer to RIP?

Published: June 16, 2014, 1 a.m.
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I Paid for My Dad’s Funeral

Published: May 19, 2014, 1 a.m.
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8 reasons fixed-income annuities belong in your IRA

Published: May 12, 2014, 10:58 p.m.
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Consider a Death Benefit When Buying Deferred Income Annuities

Published: May 5, 2014, 1 a.m.
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Wealthy paid 13% more tax on same income

Published: April 25, 2014, 11:12 p.m.
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The Retirement Income Planning Disconnect

Published: April 21, 2014, 1 a.m.
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Retirement: The more you know, the more you save

Published: April 16, 2014, 11:18 p.m.
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Want to Protect Your Family? Make LTCI a Priority

Published: April 7, 2014, 1 a.m.
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Accumulate Income, Not Assets, for Retirement

Published: March 31, 2014, 1 a.m.
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Don’t depend on your employer for retirement

Published: March 25, 2014, 11:19 p.m.
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When It Comes to Retirement Planning, It’s All About You

Published: March 10, 2014, 1 a.m.
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No plan for your 401(k)? You’re not alone

Published: March 5, 2014, 12:26 a.m.
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A Hidden Treasure: Annuitization Options on Older Annuity Contracts

Published: Feb. 17, 2014, 1 a.m.
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When it comes to retirement, it pays to be an optimist

Published: Feb. 6, 2014, 12:31 a.m.
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How Flexible are Flexible Premium Deferred Annuities?

Published: Jan. 27, 2014, 1 a.m.
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Planning to retire? Start with the right question

Published: Jan. 23, 2014, 1:44 a.m.
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Fixed Index Annuity Income Rider Charge – Is It Worth It? – Part 1 of 2

Published: Jan. 6, 2014, 1 a.m.
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2013 Was a Newsworthy Year

Published: Dec. 31, 2013, 1 a.m.
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Retired? Dust off your retirement plan

Published: Dec. 19, 2013, 1:48 a.m.
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Don’t Fall Into the Short Longevity Trap

Published: Dec. 9, 2013, 1 a.m.
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Considering a Roth IRA conversion before year-end?

Published: Dec. 6, 2013, 1:51 a.m.
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Sustainable Lifetime Income When You Need It – Part 1 of 2

Published: Nov. 25, 2013, 1 a.m.
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What’s your $1 million payday really worth?

Published: Nov. 20, 2013, 1:57 a.m.
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It’s All About Timing

Published: Nov. 11, 2013, 1 a.m.
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Your adviser’s retirement-income disconnect

Published: Nov. 6, 2013, 2:03 a.m.
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Cap Rates Are Secondary When Optimizing Retirement Income

Published: Oct. 28, 2013, 1 a.m.
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Retirement planning is a two-step process

Published: Oct. 26, 2013, 1:06 a.m.
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Is Your Investment Advisor Afraid of Losing AUM?

Published: Oct. 14, 2013, 1 a.m.
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10 reasons your retirement plan won’t cut it

Published: Oct. 8, 2013, 1:09 a.m.
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Mind the Gap

Published: Sept. 23, 2013, 1 a.m.
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Longevity Insurance is an App

Published: Sept. 10, 2013, 7:47 a.m.
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Don’t Plan to Squeak By Into Retirement

Published: Aug. 26, 2013, 1 a.m.
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Fixed-index annuities as bonds alternative?

Published: Aug. 22, 2013, 1:16 a.m.
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Retirement Income Visions Celebrates 4-Year Anniversary!

Published: Aug. 12, 2013, 1 a.m.
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Have you planned for these 7 tax law changes?

Published: Aug. 8, 2013, 1:22 a.m.
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Immediate Annuities – Where’s the Planning?

Published: July 29, 2013, 1 a.m.
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Stock market gains aren’t what they seem

Published: July 23, 2013, 1:24 a.m.
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Personal Financial Management Systems Have Come a Long Way

Published: July 15, 2013, 1 a.m.
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Retire confidently with a written plan

Published: July 12, 2013, 1:30 a.m.
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Bob Klein Earns Retirement Income Certified Professional® (RICP®) Designation

Published: July 1, 2013, 12:19 p.m.
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Budget Now or Budget Later – It’s Your Choice

Published: July 1, 2013, 1:05 a.m.
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10 keys to retiring on your terms

Published: June 28, 2013, 1:36 a.m.
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Ladder Your Retirement Income

Published: June 17, 2013, 1 a.m.
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Want to retire? Stop chasing returns

Published: June 12, 2013, 1:37 a.m.
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Delayed Gratification is the Key to Maximizing Income with Fixed Index Annuities

Published: June 3, 2013, 1 a.m.
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