For years, William Meyer and Dr. William Reichenstein have been innovators in ways to make clients’ money last longer in retirement. They created ground-breaking research and methodology around tax-efficient withdrawal strategies, and they’ve showed us how to coordinate Social Security with other assets to extend portfolio longevity. Now they’re doing it again with recharacterizations of Roth conversions. Strategic Roth recharacterizations can add even more longevity to clients’ retirement portfolios.

Join us for this webinar featuring both William Meyer, Founder and CEO, Social Security Solutions, Inc., and Dr. William Reichenstein,, Principal of Research, Social Security Solutions, Inc., that will provide a sneak preview of new research being published in the Journal of Financial Planning in November. The presentation will include:

· An overview of this new research
· Example case studies showing the difference Roth recharacterizations can make for your clients
· Discussion of how to incorporate this research into your practice

Key Speakers

William Meyer.
Founder and CEO, Social Security Solutions
William Reichenstein.
Principal of Research, Social Security Soluctions, Inc.
David Adler
Wealth Management & Behavioral Finance Expert (Moderator)