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Webinar: Tapping Retirement Accounts to Build an Income Stream

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Retirees are anxious about income loss due to inflation and market volatility. Learn how to reposition your clients' income streams to help them maintain their lifestyle.

How and when wealthy clients draw down their various retirement funds is a critical planning topic with numerous tax, legal, and investment implications.

After completing this webinar, you will know:

• The ultimate purpose of retirement income planning
• The 4 biggest risks clients face in retirement
• 4 approaches for designing a retirement income plan
• Transition planning: When to take distributions & liquidate assets
• How to customize income solutions for each client.

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