The RICP® Designation

The RICP® (Retirement Income Certified Professional) is the nation’s leading credential for building integrated and a full array of retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.

The program, developed by more than 45 of the nation’s top financial retirement advisors, provides RICP® credential holders with best practices in areas including:

·       Social Security claiming

·       Evaluating and addressing risks faced in retirement financial planning

·       Choosing distributions from employer sponsored retirement financial plans

·       Medicare and other health insurance choices

·       Managing costs for extended periods of care

·       Choosing appropriate housing

·       Retirement income tax and legacy planning