William Reichenstein: Avoiding Tax Headaches in Retirement

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 26 April 2022

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The retirement-planning expert discusses tax-efficient withdrawals, Social Security-filing decisions, and how to dodge the 'tax torpedo.'

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:38.9	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:42.9	Our guest on the podcast today is William Rickenstein. Dr. Rickenstein is an emeritus professor of finance at Baylor University.
0:51.0	He's also head of research for Social Security Solutions and Retiree, Inc., where he and
0:56.4	William Meyer have developed software to facilitate tax-efficient social security and asset drawdown
1:01.8	strategies for retirees. His recent books include income strategies and social security strategies
1:08.2	with William Meyer. A fourth edition of that book will be forthcoming soon.
1:13.0	He has also published nearly 200 articles
1:15.3	in various financial journals.
1:17.4	He earned his BA in economics from St. Edward's University
1:20.9	and his PhD from the University of Notre Dame.
1:23.8	He's also a CFA charter holder.
1:26.1	Dr. Rickenstein, welcome to the Longview.
1:28.7	Thank you.
1:30.0	So just to get the ball rolling, how did you get started in this topic of Social Security
1:35.8	claiming and tax-efficient drawdown strategies?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.