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Robert Klein
Recent Activity
August 24, 2015. Bob Klein's article, Depressed Markets Provide Opportunities for Roth IRA Conversions, was published in today's MarketWatch section of The Wall Street Journal. The recent stock market decline presents a potential window of opportunity to determine if a partial or total Roth IRA conversion makes sense for you. Continue reading
Posted Aug 25, 2015 at Retirement Income Center
August 16, 2015. Retirement Income VisionsTM celebrated its six-year anniversary today. The blog, written and published by Bob Klein, features innovative strategies for creating and optimizing retirement income. Continue reading
Posted Aug 16, 2015 at Retirement Income Center
July 27, 2015. Bob Klein will be part of a three-person panel discussing retirement income planning issues at The American College's 2015 Knowledge Summit in Honolulu on October 22nd. He will be joined by David Littell, Director of the New York Life Center for Retirement Income and Wade Pfau, Professor... Continue reading
Posted Aug 14, 2015 at Retirement Income Center
July 24, 2015. Bob Klein's article, How to Design the Ideal Retirement Portfolio, was the #1 most popular RetireMentors article yesterday the entire day. The article had over 23,000 views and has added another 9,000 views so far today for a total of 32,000. Continue reading
Posted Jul 24, 2015 at Retirement Income Center
July 23, 2015. Bob Klein's article, How to Design the Ideal Retirement Portfolio, was published in today's MarketWatch section of The Wall Street Journal. Designing and managing a retirement portfolio requires a timely transition from an investment to an income allocation mindset. Different, and perhaps more secure, types of investments... Continue reading
Posted Jul 23, 2015 at Retirement Income Center
June 16, 2015. Bob Klein's article, Will 13 be the Dow's Lucky Number? was published in today's MarketWatch section of The Wall Street Journal. When the Dow closes at or above 18,000 for the 13th time, will this mark the end of the start-and-stop pattern that began almost six months... Continue reading
Posted Jun 16, 2015 at Retirement Income Center
May 23, 2015. Bob Klein's article, Retrofit Your Portfolio Before the Next Market Crash, was the feature article yesterday morning on MarketWatch and was the #1 most popular Retirement article all day. The article had over 15,000 views. Continue reading
Posted Jun 2, 2015 at Retirement Income Center
March 22, 2015. Bob Klein's article, Retrofit Your Portfolio Before the Next Market Crash, was published in today's MarketWatch section of The Wall Street Journal. There are two time-tested, conservative strategies you should consider to prepare for the next stock market crash. Continue reading
Posted May 22, 2015 at Retirement Income Center
May 13, 2015. Bob Klein's article, Medicare Part B Premiums Increasing Up to 30%, which was published in yesterday's MarketWatch section of The Wall Street Journal, was featured on the front page of MarketWatch and was the #1 most popular Retirement article yesterday. The article has over 30,000 views. Continue reading
Posted May 13, 2015 at Retirement Income Center
March 12, 2015. Bob Klein's article, Medicare Part B Premiums Increasing Up to 30%, was published in today's MarketWatch section of The Wall Street Journal. When the Medicare Access and CHIP Reauthorization Act of 2015, commonly known as the "doc-fix" legislation, becomes law, some Medicare participants will pay 30% more... Continue reading
Posted May 12, 2015 at Retirement Income Center
Chicago - May 5, 2015. Bob Klein gained advanced education on a variety of retirement income planning topics from some of the word's foremost experts at the 2015 Retirement Income Summit held May 4 - 5 in Chicago. The event was the ninth annual conference developed by the editors of... Continue reading
Posted May 11, 2015 at Retirement Income Center
February 25, 2015. Bob Klein's article, 5 Benefits of a Capital Gains Retirement Strategy, was published in today's MarketWatch section of The Wall Street Journal. If you are self-employed and have a sizable capital loss carryover, you may want to forego part or all of your retirement contributions. Continue reading
Posted Feb 25, 2015 at Retirement Income Center
January 23, 2015. Bob Klein's article, How to Reduce Retirement Anxiety, was published in today's MarketWatch section of The Wall Street Journal. A secure retirement paycheck is key to worrying less about your financial future whether you're planning for retirement or are already retired. Continue reading
Posted Jan 23, 2015 at Retirement Income Center
Las Vegas, NV - January 19 - 20, 2015. Bob Klein attended the AICPA Advanced Personal Financial Planning Conference. The conference is recognized as the most technically advanced personal financial planning conference inside and outside the CPA profession. Continue reading
Posted Jan 21, 2015 at Retirement Income Center
December 31, 2014. 2014 was an eventful year for Bob Klein and Retirement Income Center. In addition to servicing his clientele, Bob continued to distinguish himself as a leader in the retirement income planning field through his various media activities. Bob kicked off the year on January 5th as a... Continue reading
Posted Dec 31, 2014 at Retirement Income Center
December 22, 2014. Bob Klein's article, Starting Social Security Later - For Your Spouse's Sake, was published in today's MarketWatch section of The Wall Street Journal. The decision regarding when to begin receiving Social Security retirement benefits should be carefully analyzed, especially if you’re married since it will affect the... Continue reading
Posted Dec 22, 2014 at Retirement Income Center