A Foolproof Way to Create Retirement Income for the Rest of Your Life

The American College of Financial Services
June 26, 2020

For those at or nearing retirement age, the major focus of their financial planning is likely how to ensure they make it through their retirement years without having to worry about making ends meet. For advisors, this means crafting a plan that leverages factors including required minimum distributions (RMDs) from retirement plans, along with Social Security and other assets, to a point that doesn’t risk clients outliving their means of support.

RICP® program director Wade Pfau says one factor more advisors need to consider is the possibility of long-term medical care, which can be a major drain on finances. Learn more in this piece from CNBC.

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Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

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