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William Meyer

Areas of Expertise: Social Security education and strategies, taxes

Website: SocialSecuritySolutions.com

Books: “Social Security Strategies: How to Optimize Retirement Benefits” (Fourth edition, 2022)

Biography:

William “Bill” Meyer is head of retirement income at T. Rowe Price, and president of Retiree Inc., a wholly owned subsidiary of T. Rowe Price. He is a nationally recognized expert in tax-efficient retirement income withdrawal strategies and Social Security claiming strategies. Meyer is a popular speaker and has been featured at numerous national events such as the Financial Planning Association, Association of Independent Certified Public Accountants and the Million Dollar Round Table. He was invited to provide testimony on retirement matters to the U.S. Senate Special Committee on Aging. Additionally, he won the 2021 Icon and Innovator Award from InvestmentNews. Meyer earned his B.S. 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.

author Image William Meyer is head of retirement income at T. Rowe Price and president of Retiree Inc., a wholly owned subsidiary of T. Rowe Price.

Recent Articles

  • A Case Study: How to Reduce Marginal Tax Rates in Retirement

    AAII JOURNAL ● FINANCIAL PLANNING,RETIRED INVESTOR,SOCIAL SECURITY ● November 2023

  • The Importance of Considering Marginal Taxes When Taking Withdrawals

    AAII JOURNAL ● FINANCIAL PLANNING,RETIRED INVESTOR,SOCIAL SECURITY ● September 2023

  • Social Security and Medicare Can Raise Retirees' Tax Rates

    AAII JOURNAL ● FINANCIAL PLANNING,RETIRED INVESTOR,SOCIAL SECURITY ● April 2018

  • Retirement Planning Strategies Following the 2017 Tax Act

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING ● March 2018

  • Social Security Strategies for Couples

    AAII JOURNAL ● FINANCIAL PLANNING,SOCIAL SECURITY ● December 2013

  • Social Security Strategies for Singles

    AAII JOURNAL ● FINANCIAL PLANNING,SOCIAL SECURITY ● November 2013

  • Social Security Basics

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING,SOCIAL SECURITY ● October 2013