Social Security Planning Is Still Complicated

Tuesday, December 15, 2020
12:00pm EST

Learn more about how the Covid-19 crisis has impacted retirement planning, specifically focusing on tax efficient withdrawal and Social Security claiming strategies. Join Ron Cohen from Wells Fargo Asset Management as he talks with retirement income experts William Meyer and Sean Murray, CFA, both of Social Security Solutions, Inc. Key topics of discussion:

  • How at a high level has the current crisis 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 a new administration 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 are available for “fixing” clients who claim early because of current economic situation? 
  • How can advisors best help clients near retirement or in retirement?

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Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).

Wells Fargo Asset Management is not affiliated with Social Security Solutions, Inc., nor does it endorse any of their products or services.

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This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind — including a recommendation for any specific investment, strategy, or plan. PAR-1120-00954

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PANELIST
William (Bill) Meyer
Founder and Managing Partner of Retiree Income
Social Security Solutions
PANELIST
Sean S Murray, CFA
Principal and Chief Revenue Officer Retiree Income
Social Security Solutions
MODERATOR
Ron Cohen
Head of DCIO Distribution
Wells Fargo Asset Management