William Reichenstein holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. He also is head of research at Social Security Solutions, Inc., a firm that develops 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. His research has implications for tax-efficient withdrawal strategies in retirement and asset-location decisions.
Reichenstein has published more than 180 articles and several books including In the Presence of Taxes: Applications of After-tax Asset Valuations (FPA Press 2008). He earned his B.A.in mathematics from St. Edward’s University and Ph.D. in economics from University of Notre Dame.
- Member of The Wall Street Journal’s “The Experts” panel on retirement issues.
- Associate editor of Journal of Investing, ambassador board member of Journal of Wealth Management, and editorial board member of Journal of Financial Planning and Journal of Financial Education.
- Past president of the Southwest Financial Planning Association.