Join William Meyer, CEO at Income Solver, and William Reichenstein, Head of Research and Endowed Professor at Baylor University to learn how the recent tax cut will impact retirement planning, creating new opportunities and risks. You will also learn tax efficient withdrawal strategies and how to apply them to Social Security and Medicare.


Level of Complexity: Advanced

Course Information
Course Date:
March 21, 2018
Course Objectives
  • Overview of 2017 Tax Act and Jobs Cut
  • Implications of tax changes planners need to know
  • Discussion of recent tax changes to historical tax rates and future tax rates
New Retirement Planning Strategies after the Tax Cut and Jobs Act of 2017
Speaker Information
William Meyer  [ view bio ]
William Reichenstein CFA  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00