« Back to Author Index

William Reichenstein

author Image William Reichenstein, CFA, holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University and is head of research at Social Security Solutions, Inc .

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” and “In the Presence of Taxes: Application of After-tax Asset Valuations

Email: bill_reichenstein@baylor.edu

William Reichenstein’s research is the foundation of the leading Social Security claiming strategy software for practitioners, SSanalyzer.com. Reichenstein is known as one of the leading authorities in Social Security education and strategies, and has published his prolific work in top academic journals. He is well known for his research that focuses on the interaction between investments and taxes, and advocates calculating an individual's aftertax asset allocation that is based on aftertax balances in each savings vehicle. He is the author of “In the Presence of Taxes: Applications of After-Tax Asset Valuations” (FPA Press, 2008), and coauthored “Integrating Investments & the Tax Code” (John Wiley & Sons, 2003) with William Jennings. He is an associate editor of the Journal of Investing and served two three-year terms as associate editor of the Financial Services Review. He is a TIAA-CREF Institute fellow, past president of the Southwestern Finance Association, and served on the Private Wealth Advisory Committee of the Institute of Chartered Financial Analysts. Additionally, he has written more than 150 articles for professional and academic journals. He is a frequent contributor to the Journal of Financial Planning, Journal of Investing, Financial Analysts Journal, Journal of Portfolio Management and Journal of Wealth Management. His book “Social Security Strategies: How to Optimize Retirement Benefits,” co-written with William Meyer, has sold over 10,000 copies.

Articles by this Author

  1. Features »

    A Look at Roth IRA Conversions and Other Taxing Issues

    Portfolio Strategies: Which type of plan offers the best tax benefits for retirement savings: the deductible IRA, the Roth IRA or a 401(k) with matching contributions? Some simple math models to shed light on these complex issues.

    May 2000 | Journal

  2. Features »

    The Investment Implications of Tax-Deferred vs. Taxable Accounts

    Feature: Allocating a given mix among accounts with different tax structures can be a taxing question. A look at the investment implications.

    April 1997 | Journal

  3. Features »

    Basic Truths About Asset Allocation: A Consensus View Among the Experts

    Feature: The widespread consensus among investment professionals reveals basic truths concerning the appropriate asset mix for the typical investor.

    October 1996 | Journal

  4. Retirement Planning »

    Retiree Stock Allocation Recommendations: Do You Fit the "Mold"?

    A look at where the professional advisors agree and disagree concerning the "typical" investor.

    | Evergreen