William Meyer

William (Bill) Meyer, Founder and Managing Partner of Retiree Income, is a nationally recognized expert in tax-efficient retirement income withdrawal strategies. With Dr. William Reichenstein from Baylor University, he developed Income Strategy and Income Solver, the leading retirement income management and withdrawal software for consumers and advisors, respectively. In addition to these solutions, Meyer provides comprehensive retirement education. His robust research is recognized for identifying the sub-optimal nature of the conventional wisdom currently used to create withdrawal strategies and solving the gap in retirement income with a tax-efficient withdrawal strategy that is proven to extend portfolio longevity by up to a decade. 

Meyer has been the featured speaker at national events, and recently spoke in front of a Senate Committee regarding improving Social Security. Meyer earned his Bachelors of Science 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 and holds multiple securities licenses.