Posts Tagged Social Security
William (Bill) Meyer, CEO, Retiree, Inc. and Social Security Solutions, Inc., is a nationally recognized expert in retirement income withdrawal strategies and Social Security claiming strategies. Passion/Expertise William Meyer developed Retiree Inc. and Social Security Solutions with Dr. William Reichenstein from Baylor University. It is the leading retirement income management and withdrawal software for financial […]
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Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services. Passion/Expertise Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors. Position/Experience […]
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Dr. William Reichenstein, CFA, is an expert in Social Security strategies. Passion/Expertise Dr. Reichenstein’s research advocates calculating an individual’s after-tax asset allocation that compares after-tax fund across savings vehicles (e.g., 401(k), Roth IRA, and taxable accounts). His research has implications for the asset allocation decision and tax-efficient withdrawal strategies in retirement, and his recent work […]
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