Income Strategies: How to create a tax-efficient withdrawal strategy to generate retirement income.

William Reichenstein

ISBN 10: 0578555085 / ISBN 13: 9780578555089

Published by Self-Published, 2019

About this Item

220 pages. 8.94x6.02x0.87 inches. In Stock. Seller Inventory # 0578555085

Bibliographic Details

Title: Income Strategies: How to create a ...

Publisher: Self-Published

Publication Date: 2019

Binding: Paperback

Condition: Brand New

About this title

Synopsis:

Professor Reichenstein's research shows creating a tax-efficient withdrawal strategy to generate retirement income can add up to seven years of added longevity for someone in retirement. The book was written for financial advisors to illustrate how they can add considerable value to clients portfolios by helping them combine a smart Social Security claiming strategy with a tax-efficient withdrawal strategy that minimizes the adverse consequences of these tax-code complexities, while taking advantage of the more favorable tax environment that is scheduled to exist through 2025.

The book is a compilation of key lessons from Reichenstein's published academic research delivered with case studies that can be applied to retirees. The rules for accumulating savings for retirement do not apply when a family transitions to decumulation and needs to figure out how to tap savings to support their spending. Generating retirement income from savings is complicated and needs to incorporate key variables like Social Security, Medicare, Roth Conversions, and tax minimization.

Book comes with 10 hours of Continuing Education for Certified Financial Planners. Additional promotion for complementary software, IncomeSolver.com, that empowers advisors to create and analyze retirement income withdrawal strategies for clients, contact info@incomestrategy.com.

About the Author:

Dr. William Reichenstein, CFA, is the Head of Research at Social Security Solutions, Inc. and Retiree, Inc. He is Professor Emeritus at Baylor University. He has published more than 190 articles for professional and academic journals and written several books including Social Security Strategies, 3rd Edition, with William Meyer. He is a member of Wall Street Journal's The Experts panel and is frequently quoted in the Wall Street Journal and elsewhere. He earned a BA in mathematics from St. Edwards University and a Ph.D. in economics from the University of Notre Dame. He is a Chartered Financial Analyst.
Together with William Meyer, Dr. Reichenstein developed software to help people decide when to begin Social Security benefits and create tax efficient retirement income, see RetireeIncome.com.