He has also published nearly 200 articles in various financial journals. A fourth edition of that book will be forthcoming soon. His recent books include Income Strategies and Social Security Strategies with William Meyer.
#Retirement drawdown strategies software
He is also head of research for Social Security Solutions and Retiree, Inc., where he and William Meyer have developed software to facilitate tax-efficient Social Security and asset-drawdown strategies for retirees. Reichenstein is an emeritus professor of finance at Baylor University. Jeff Ptak: And I'm Jeff Ptak, chief ratings officer for Morningstar Research Services.īenz: Our guest on the podcast today is William Reichenstein. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. 14, 2022.Ĭhristine Benz: Hi, and welcome to The Long View.
“ There Is No Perfect Way to Protect Your Investments Against Inflation,” by Anne Tergesen,, Feb. “ How Retirees Can Avoid Higher Medicare Premiums,” by William Reichenstein, wsj.com, June 14, 2018. “ Medicare and Tax Planning for Higher-Income Households,” by William Reichenstein and William Meyer,, Winter 2019. “ Minimizing the Damage of the Tax Torpedo,” by William Reichenstein,, September 2021. “ How Retirees Can Avoid the ‘Tax Torpedo’,” by Mark Miller,, Feb. “ Understanding the Tax Torpedo and Its Implications for Various Retirees,” by William Reichenstein and William Meyer,, July 2018. “ A Top Social Security Expert Blasts Biden’s Reform Plan,” by Jane Wollman Rusoff,, June 2, 2020. “ Social Security Claiming Strategies for Singles and Their Implications for Couples,” by William Reichenstein and William Meyer,, May 2021. “ The Relationship Between Wealth and Delaying Social Security Benefits,” by William Reichenstein,, June 2020.
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“ How to Prepare for a No-to-Low 2021 Social Security COLA,” by William Reichenstein,, July 27, 2020. “ Basic Truths About Asset Allocation: A Consensus View Among the Experts,” by William Reichenstein,, July 2019. “ The Asset-Location Decision and Related Topics,” by William Reichenstein,, June 1, 2020. “ Using Roth Conversions to Add Value to Higher-Income Retirees’ Financial Portfolios,” by William Reichenstein and William Meyer,, February 2020. “ Advice for Married Couples When One Spouse Will Die Years(s) Before the Other Spouse,” by William Reichenstein and William Meyer,, January 2021. “ A Comparison of the Tax Efficiency of Decumulation Strategies,” by Greg Geisler, Bill Harden, and David Hulse,, March 2021. “ Investment Implications of the Rising and Falling Pattern of Marginal Tax Rates for Retirees,” by William Reichenstein and William Meyer,, Summer 2020. “ Saving in Roth Accounts and Making Roth Conversions Before Retirement in Today’s Low Tax Rates,” by William Reichenstein,, July 2020.
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