Advice Pioneers on a mission to help you get the most benefits you are entitled to
Written and published more about Social Security claiming than anyone else in the nation.
Advised U.S. Senate on Social Security Administration issues and how to help retirees
Speak nationally to consumers and practitioners on
Social Security Strategies
Experts on the following patent pending strategies for
- Married Couples – maximize spousal and survivor benefits together
- If one person has started – what the other person should do
- Single – yes, there are clear strategies for singles to get more
- Widows – find ways to receive the most survivors benefits
- Divorcees – logic to figure out how to tap into a x-spouses benefits
- Government Employee – sophisticated logic to help you figure out your benefits given that you are under a different set of rules.
Leading research! Most published on Social Security Strategies in academic and professional journals
- April 2022, Social Security Strategies – 4th Edition
- March 2022, Journal of Financial Planning – “Social Security Redo Strategies for 2022”
- March 2022, Journal of Financial Services Professionals – “Social Security Coordination to Create a Tax-Efficient Withdrawal Strategy”
- December 2021, Journal of Financial Planning – “Tax Considerations for Relatively-Wealthy Households,”
- Fall 2021, Journal of Retirement – “How Social Security Coordination Can Add Value to a Tax-Efficient Withdrawal Strategy”
- October 2021, Advisor Perspectives – “The Importance of Marginal Tax Rates in Retirement planning”
- September 2021, Journal of Financial Planning – “Minimizing Damage of the Tax Torpedo”
- May 2021, Journal of Financial Planning, “Social Security Strategies for Singles and their Implications for Couples”
- January 2021, Journal of Financial Planning, “Advice for Married Couples when One Spouse Dies Years before the Other Spouse”
- October 2020, Journal of Financial Planning, “How to Add Tax Alpha in Today’s Environment”
- Summer 2020, Journal of Retirement – “Investing Implications of Rising and Falling Marginal Tax Rates for Retirees”
- June 2020, Advisor Perspectives – “Asset Location-Decision and Related Topics”
- June 2020, AAII Journal – “The Relationship Between Wealth and Delaying Social Security”
- February 2020, Journal of Financial Planning – “Using Roth Conversion to Add Value”
- Winter 2019 – Journal of Retirement – Optimizing Social Security Benefits is Still Complicated
- July 2018 Journal of Financial Planning – Understanding the Tax Torpedo and Its Implications for Various Retirees
- April 2018 AAII Journal – Social Security and Medicare Can Raise Retirees’ Tax Rates
- March 2018 AAII Journal – Retirement Planning Strategies Following the 2017 Tax Act
- Spring 2016, The Journal of Retirement – Social Security Claiming Strategies for Widows and Widowers
- June 2016, Journal of Financial Planning – Redo Strategies: When Can You Redo a Prior Social Security Claiming Decision
- March/April 2015, Financial Analyst Journal – Tax-Efficient Withdrawal Strategies
- January 2015, Journal of Financial Planning – Social Security’s Earnings Tests: A Primer for Financial Planners, Meyer and Reichenstein
- January 2014, Journal of Financial Service Professionals – Greatly Reduced Life Expectancy: How Should It Affect a Couple’s Social Security Claiming Strategy?, Meyer and Reichenstein
- Summer 2014, The Journal of Retirement – Social Security Benefits for Employees in Jobs Not Covered by Social Security, Meyer and Reichenstein
- Spring 2013, The Retirement Management Journal – The Tax Torpedo: Coordinating Social Security with a Withdrawal Strategy to Minimize Taxes, Meyer and Reichenstein
- Fall 2012, The Retirement Management Journal – Social Security Claiming Strategies for Singles, Meyer and Reichenstein
- April 2012, Journal of Financial Planning – How the Social Security Claiming Decision Affects Portfolio Longevity Meyer and Reichenstein
- Summer 2012, Journal of Wealth Management – Today’s Low Interest Rate Environment and Social Security Claiming Decisions Reichenstein and Meyer
- April 2011, Book – Social Security Strategies: How to Optimize Retirement Benefits Reichenstein and Meyer
- May 2010, Journal of Financial Planning – Social Security: When Should You Start Benefits and How to Minimize Longevity Risk. Meyer and Reichenstein
- Coming Soon – Strategies for Government Employees and Teachers: How to navigate the Windfall Earning Test and Government Pension Offset
