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ENGAGE 2017


ENG17LL09 - ENGAGE Education Lab: Tax Efficient Withdrawal Strategies to Optimize Retirement Income


Jun 13, 2017 10:20am ‐ Jun 13, 2017 10:45am

Standard: $49.00

Description

You’re already an expert in taxes – you know that clients’ retirement assets have varying tax consequences. But the order in which they’re tapped for income can have an amazing – or devastating – impact on the retirement portfolio. The right withdrawal strategy can provide years of additional income.

This discovery comes from the research article, "Tax-Efficient Withdrawal Strategies," published in The Financial Analysts Journal and written by William Meyer, CEO, Retiree Inc., and William Reichenstein, PhD, Co-founder, Retiree Inc. Their research shows how to combine tax-smart withdrawal strategies with sound investment management principles to help you optimize clients’ retirement income.

Join William Meyer to learn more about:

  • Using tax-smart withdrawal strategies to generate more retirement income for your clients
  • Coordinating Social Security into a holistic retirement plan
  • Using tax optimization with financial planning and investment management

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