Advanced Topics for Social Security Planning

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About the Episode

For the vast majority of retirees, the most consequential decision they will make involves Social Security. One must decide when to begin receiving benefits, a decision that is quickly complicated when factors such as a spouse, children or a pension are involved. My guest today is Bill Reichenstein, one of the most prominent experts on Social Security.

About Our Guest

Bill Reichenstein is professor emeritus of investments at Baylor University. He is also head of research at Social Security Solutions, Inc, a firm that developed software to help individuals decide when to begin Social Security benefits and Income Solver, Inc., a firm that helps retirees tax-efficiently withdraw funds from their financial portfolio. He has published more than 180 articles and several books, including In the Presence of Taxes: Applications of After-tax Asset Valuations and Social Security Strategies, now in its third edition.


Show Notes

Here is a link to purchase the book Bill mentioned in the podcast, Social Security Strategies. Here is a link to Security Solutions, Inc, a firm that has software to help individuals decide when to begin Social Security benefits, and here is a link to Income Solver, Inc., a firm that helps retirees tax-efficiently withdraw funds from their financial portfolio.

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