06/05/2023 – How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Rebroadcast
“How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer”
by William Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc.
Webinar – Monday, June 5, 2023, 1 –2 PM EDT
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. [read more …]