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William Meyer

author Image William Meyer is founder and CEO of Social Security Solutions Inc., a service that provides personalized recommendations as to when to claim Social Security benefits.


Articles by this Author

Areas of Expertise: Social Security education and strategies, taxes

Website: SocialSecuritySolutions.com

Books: Social Security Strategies: How to Optimize Retirement Benefits

Biography:
With his colleague and professor, William Reichenstein of Baylor University, William Meyer launched SocialSecuritySolutions.com. Meyer is known as one of the leading authorities in Social Security education and strategies, and has published his prolific work in top academic journals.

Throughout his career, Meyer has looked for new ways to deliver higher-quality advice to people in retirement. He has a unique range of experience in leading the design and launch of innovative client-centric services and products, as well as leveraging technology in service offerings.

Early in Meyer's career, he learned financial planning techniques for the affluent and has strived to apply his insights to all households regardless of wealth. He has a track record of successfully developing products and services in executive leadership roles at H&R Block, Advisor Software, and Charles Schwab. Most recently, Meyer co-authored the book “Social Security Strategies: How to Optimize Retirement Benefits” and numerous Social Security articles for the Journal of Financial Planning, Journal of Wealth Management and Retirement Management Journal. He has an MBA from UCLA's Anderson School and is a trustee of the Securities Industry Institute at Wharton.
 

Articles by this Author


  1. Financial Planning »

    Social Security Strategies for Couples

    By understanding the complexities and making smart claiming decisions, couples can add more to their lifetime benefits than singles can.

    December 2013 | Journal

  2. Financial Planning »

    Social Security Strategies for Singles

    The optimal age for a single individual claiming benefits depends on life expectancy and the need to extend a retirement portfolio’s longevity.

    November 2013 | Journal

  3. Financial Planning »

    Social Security Basics

    In this first article of a new three-part series, the impact of a worker’s retirement age on Social Security benefits is explained.

    October 2013 | Journal