How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc Editor’s note: This article is an adaptation of the live webinar delivered by Bill Meyer in 2018. His comments have been edited for clarity and length. You can read the summary article here as part of the January 2019 Retirement InSight and Trends Newsletter, …