RRA Educational Resources

LaunchBoss Blog

Friday, March 07, 2025

Long-Term Care: A Time Bomb For Your Retirement

This course explores the often-overlooked realities of long-term care planning. This webinar delves into the financial burden, emotional impact, and critical stages involved in preparing for future care needs.

Friday, March 07, 2025

Tax Planning and Retirement: What Practitioners and Retirees Need to Know

There has never been a time in the history of America where tax planning has been so important for retirees as it is today. Due to our ever-increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades. In this webinar we will cover the various taxes your retiree clients will face and strategies you can use to help them reduce or eliminate these taxes. We will cover topics from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything in between. Other topics include, but are not limited to, Net Investment Income Tax (NIIT), capital gains, state taxes, estate taxes. Roth accounts, and premium credits. If you are looking for a comprehensive class on the impact taxes will have on your retiree clients, this is the class for you.

Wednesday, March 05, 2025

The Top 15 Reasons Why People Run Out of Money in Retirement

Retirees are running out of money at an alarming rate. Much of this dilemma is caused by mistakes retirees make in early retirement years without understanding the long-term financial impact of those decisions.

Wednesday, March 05, 2025

Live with Purpose, Leave a Legacy: Risk-Based Planning is the Key to Your Success

This interactive workshop is specifically designed for individuals aged 50 and older who are eager to live a life of purpose and leave a lasting legacy. The workshop will guide you through a structured process to help you live your best life in retirement.

Wednesday, March 05, 2025

The Changing World of Retirement

Many of the retirement strategies utilized by today’s financial planners were brought about in the 20th century and have grown outdated. This class will compare-and-contrast the old retirement paradigms that are still being used by many advisors with the new retirement paradigms of today.