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?