HS 355 Managing the Retirement Income Plan

The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:- Choose the appropriate tax-efficient distribution options from a retirement plan- Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options- Help a client prepare for their long-term care needs- Navigate retirement housing decisions and address home equity strategies- Identify the key ethical issues in retirement income planning - Create and manage retirement income portfolios appropriate for each client’s situation