We Give You The Confidence You Deserve In Your Retirement

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Easy to Understand
You should be able to easily understand and explain your plan. We are always happy to discuss any aspect of your plan with you, and we won’t fill it with industry jargon.

No Hidden Fees
You will always know exactly what you are paying for.

Expertise
We are retirement specialists. We focus exclusively on helping people in or near retirement make the most of their money.

Advocacy
As your fiduciary, we sign a binding contract with you that states your interests will be placed before our own in everything we do. Most advisors can’t say the same.

It’s Your Retirement

Quality Advice Matters

We focus on helping you realize your goals through applying best practices in wealth management and implementing a tax-efficient withdrawal strategy. Retiree Income has received acclaim time and time again by the highest standard in the financial press. It’s your retirement, it’s your life — trust the proven experts to get you the most.

You deserve a true retirement fiduciary and client advocate. We sign a contract with you that says your interests will always be placed before ours. Every step of the way, we will keep you informed about what is happening with your plan. And because there are no hidden fees, you’ll know exactly what you are paying for.

Meet The Retirement Experts

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William Meyer

Founder, Managing Principal

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

Early in Bill’s career, he learned financial planning techniques for the affluent, and has strived to apply those 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.

He has an MBA from UCLA’s Anderson School and is a Trustee of the Securities Industry Institute at Wharton.

Dr. William Reichenstein, CFA

Principal – Research

Dr. William Reichenstein, CFA, holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. His recent work concentrates on the interaction between investments and taxes. He advocates calculating an individual’s after-tax asset allocation that is based on after-tax 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 with William Jennings Integrating Investments & the Tax Code (John Wiley & Sons (2003).

He is an Associate Editor of Journal of Investing, Contributing Editor-Portfolio Strategies for (American Association of Individual Investors) AAII Journal, and served two three-year terms as Associate Editor of Financial Services Review. He is a member of the Editorial Review Board of Journal of Financial Planning, Advisory Board of Journal of Wealth Management, and Editorial Board of Journal of Financial Education. 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.

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Additionally, he has written more than 150 articles for professional and academic journals. He is a frequent contributor to Journal of Financial Planning, Journal of Investing, Financial Analysts Journal, Journal of Portfolio Management, and Journal of Wealth Management.

Retiree Income published in Financial Analyst Journal

The esteemed Financial Analyst Journal published a new paper by William Meyer and Dr. William Reichenstein in its March/April 2015 issue. Titled “Tax-Efficient Withdrawal Strategies,” the article focuses on the enhanced longevity that can be garnered with a tax-efficient spend-down of retirement assets.

Ernst & Young Study Validates Tax-Efficient Withdrawal Sequencing
Retiree Inc. recently announced that a retirement income planning model similar to its own proprietary process was validated in a study conducted by Ernst & Young, a global leader in assurance, tax, transaction and advisory services.

In their study, Ernst & Young conducted independent analyses of a retirement income planning methodology that included sequencing withdrawals across accounts to achieve tax savings. The conclusion reached by Ernst & Young confirmed that a tax efficient process of withdrawal sequencing does indeed positively impact the ability to extend a portfolio’s spend-down by up to 20%. In addition, the study confirmed an improvement of up to 46% in the income generated on after-tax earnings of a portfolio over 25 years of retirement.

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Get more, keep more of the retirement income you’ve worked so hard to save with Income Strategy.