Target Date Funds


A Q&A on Crisis-Era Withdrawal and Social Security Strategies

Dr. William Reichenstein and William Meyer will answer advisors’ questions about how the coronavirus crisis has impacted retirement planning, specifically focusing on tax-efficient withdrawal strategies and Social Security claiming strategies. The points they will cover include the following:

  • How at a high level has COVID-19 impacted retirement planning?
  • How can advisors add value with retirement planning in the crisis-era?
  • Why are tax-efficient withdrawal strategies a good way for advisors to show their “advisor alpha” or how they can add portfolio longevity?
  • How will COVID-19 impact market returns and tax-efficient withdrawal strategies?
  • How will COVID-19 impact future taxes and tax-efficient withdrawal strategies?
  • Case examples illustrating the impact and value withdrawal strategies make for a client.
  • How has this environment impacted Social Security planning? Should clients behave differently?
  • What strategies do you recommend for “fixing” clients who claim early because of the coronavirus?
  • How can advisors best help clients near retirement or in retirement?