Posts Tagged allocation decision and tax-efficient withdrawal strategies

Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA – Social Security Strategies Expert

Dr. William Reichenstein, CFA – Social Security Strategies Expert

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 concentrates in two areas:

  • First, when should individuals begin Social Security benefits?
  • Second, how can we add value to client accounts using the tax code?

Position/Experience
Dr. Reichenstein holds the Powers Chair in Investment Management at Baylor University. He is Head of Research at Social Security Solutions, Inc, a firm that developed software to help individuals decide when to begin Social Security benefits www.ssanalyzer.com).

Publications
Dr. Reichenstein is a widely quoted in the national press. He has published more than 160 articles and several books including In the Presence of Taxes: Applications of After-tax Asset Valuations, FPA Press (August 2008) and Social Security Strategies (2011) with William Meyer.



Have Dr. William Reichenstein speak at your event!

Dr. William Reichenstein is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development group or event.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Dr. William Reichenstein present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



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Links

Find courses and products from Dr. William Reichenstein at the Retirement Resource Center.

Posted in: PROVIDE Retirement Income, Retirement Distributions, Social Security

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