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Social Security Strategies: How to Optimize Retirement Benefits, 3rd Edition Perfect Paperback – March 1, 2017
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This is a must-have for every financial planner's library. Reichenstein and Meyer provide the reader with a comprehensive and logical method to address the complex decision of when to begin Social Security retirement benefits. This book enables financial advisors to help clients make this important decision. The authors combine individual behavioral considerations with traditional quantitative solutions to enable the advisor to customize their recommendaton to fit the needs and concerns of each client. --Dr. Tom Potts, Chairman of the Financial Planning Association
Neither investors nor advisors can control markets, but with good Social Security planning you can maximize the liklihood of a happy retirement. Social Security Strategies: How to Optimize Retirement Benefits provides invaluable advice on how to do this. If you're an individual investor and care about your future, or you're a planner and care about your clients, this book should be on your shelf. --Harold Evensky, President of Evensky & Katz
About the Author
Dr. William Reichenstein is Social Security Solutions, Inc. s Director of Research. Bill currently holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. He has taught and researched in finance since 1978, with his recent work concentrating on the interaction between investments and taxes. He has written more than 150 articles for professional and academic journals. He is a frequent contributor to Journal of Financial Planning, Journal of Investing, Financial Analysts Journal, Journal of Portfolio Management, and Journal of Wealth Management, and is frequently quoted in the Wall Street Journal and elsewhere. He earned a BA in math from St. Edward s University and a Ph.D. in economics from the University of Notre Dame. He is a Chartered Financial Analyst (CFA).
William Meyer is the founder of Social Security Solutions, Inc., and the creator of the Social Security Strategy Analyzer software tool. In recognizing the void that has existed for personalized and pragmatic advice related to Social Security at retirement, Bill founded Social Security Solutions, Inc. based on his expertise and that of Dr. William Reichenstein, Social Security Solutions, Inc. s Head of Research. Bill Meyer is an expert in Social Security and the retirement industry and is committed to helping Baby Boomers make the most of their retirement savings. His career in wealth management spans Charles Schwab, H&R Block and Advisor Software Inc. He earned his Bachelor of Science degree in Psychology from UCLA and his MBA degree from the Anderson School at UCLA. He is a former Trustee of the Securities Industry Institute at Wharton and holds multiple securities licenses.
Both Reichenstein and Meyer are recognized experts on Social Security claiming strategies. They have published numerous articles about the subject, and have been quoted in publications such as SmartMoney, Forbes, Barron s, the Wall Street Journal and the Chicago Tribune. In March of 2010, their research entitled Social Security: When you Should Start Benefits and How to Minimize Longevity Risk was published in the Journal of Financial Planning.
Top customer reviews
I found a contradiction and could not explain it so I attempted to write to the feedback email address provided in the book.
To my dismay the email bounced as 'undeliverable'.
I feel short changed as a result.