William Reichenstein, PhD, CFA

Head of Research
Social Security Strategies, Inc.

I am Head of Research at Retiree, Inc. and Social Security Solutions, Inc. I am also professor emeritus at Baylor University, where I was an endowed professor of investments. I have authored well over 200 articles and several books. I am the leading all-time author in the Journal of Financial Planning. My ideas embed the leading software products on 1) when to claim Social Security benefits (ssanalyzer.com) and 2) how to coordinate a smart Social Security claiming decision with a tax-efficiently withdraw strategy in retirement (incomesolver.com).

Disclosure information not submitted.

Presentation(s):

• Implications of SECURE Act 2.0 on Retirement Decumulation Strategies

  Tuesday, December 13, 2022
  12:30 PM – 1:30 PM PDT