Withdrawal Strategies: The Under-Appreciated Opportunity for Advisors
The accumulation phase of retirement planning receives much attention, but it is only part of the service an advisor will provide their clients. Please join us to explore an underappreciated opportunity to add value for your clients – withdrawal strategies. We will be exploring tax aware withdrawal strategies that will extend your client’s horizon. Conventional wisdom on the subject is incorrect – we will reveal impactful insights in consideration of different circumstances and serve as a primer for your exploration of the topic for your clients. Dr. William Reichenstein is a leading expert on the subject matter.
Dr. William Reichenstein, CFA | Dr. William Reichenstein is Professor Emeritus at Baylor University. He has written more than 190 articles for professional and academic journals and several books including Social Security Strategies, 3rd ed. (2017) with William Meyer. He helped develop the leading software package on when to begin Social Security benefits (www.ssanalyszer.com) and software that helps clients coordinate 1) when to begin Social Security benefits and 2) how to tax-efficiently withdraw funds from their financial portfolio in retirement (www.incomesolver.com). He is a frequent contributor to Journal of Financial Planning and Financial Analysts Journal. In addition, he is a member of Wall Street Journal’s “The Experts” panel. Back To Top ^^
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Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
John DeFonso, CFA, CPWA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|