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. Additional promotion for complementary software, IncomeSolver.com, that empowers advisors to create and analyze retirement income withdrawal strategies for clients, contact [email protected].
✔ Author(s): William Reichenstein
✔ Title: Income Strategies: How to create a tax-efficient withdrawal strategy to generate retirement income.
✔ Rating : 4.6 out of 5 base on (16 reviews)
✔ ISBN-10: 0578555085
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
Readers' opinions about Income Strategies by William Reichenstein
Audriana Daly
Follow the gripping tale of a detective unraveling a complex web of crime and corruption. The author's detailed writing and intricate plotting make for a suspenseful read. Each clue and revelation adds to the tension, keeping you on the edge of your seat. The characters are well-developed, with motivations that feel real and compelling. The climax delivers a satisfying resolution to the mystery. A must-read for thriller enthusiasts.
Jayleen Vargas
Experience the profound impact of art and creativity in this beautifully written novel. The author's evocative writing and compelling characters bring the story to life. Each chapter explores the transformative power of art with sensitivity and depth. The plot is both thought-provoking and emotionally resonant. It's a narrative that celebrates the beauty of human expression. Ideal for readers who appreciate stories about art and inspiration.
Holley Wright
Embark on a journey through time with a historical novel that spans generations. The author's meticulous research and engaging prose create a vivid and immersive experience. Each character's story is intricately woven into the fabric of history. The narrative explores themes of legacy, identity, and change with depth and insight. It's a captivating blend of personal and historical drama. Perfect for fans of multi-generational sagas.
