How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
Overall Rating: 4.5 / 5
How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity.
Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts.
Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.
In "How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies" by William Meyer, you will learn:
- What is a withdrawal strategy and how to compliment guaranteed income solutions with liquidating retirement savings in an order that maximizes family wealth;
- The “conventional wisdom” sequence and its limitations;
- Defining a framework for optimal withdrawal strategies;
- Tapping savings using multiple accounts and the right thresholds;
- Advanced – phased withdrawal strategies or changing the withdrawal sequence;
- Case Study – “Coordination” best practices to ensure you don’t torpedo your clients by accident.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.
Meet William Meyer, Social Security and Optimal Asset Drawdown Strategies Expert
Retirement planning experience
Bill Meyers is the founder of a technology and advisory firm focused on providing services to Baby Boomers and in-retirement households. They deploy differentiated retirement solutions for individuals in distribution life-stage: personalized expense and income management, and optimal asset drawdown strategies to extend wealth.
Bill also provides technology and advice services to help retirees maximize their Social Security retirement benefits. Software is available to help advisors and practitioners deliver recommendations and analysis on claiming strategies.
Bill’s robust research is recognized for identifying the sub-optimal nature of the conventional wisdom currently used to create withdrawal strategies and solving the gap in retirement income with a tax-efficient withdrawal strategy that is proven to extend portfolio longevity by up to a decade.
Retirement planning thought leadership and expertise
Throughout his career, William Meyer looked for new ways to deliver higher quality advice to people in retirement. He has a unique combination of experiences in leading the design and launch of innovative client centric services and products, as well as leveraging technology in service offerings.
Early in Bill’s career, he learned financial planning techniques for the affluent, and has strived to apply those insights to all households regardless of wealth. He has a track record of successfully developing products and services in executive leadership roles at H&R Block, Advisor Software, and Charles Schwab. He is a former Trustee of the Securities Industry Institute at Wharton.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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