How much are you paying in fees and taxes on your retirement plan? Do you know how much less you could be paying when you learn about other retirement accounts?
In part two of this two-part series, Tim Whisler reveals the last five mistakes that could jeopardize your retirement. He discusses how fees and taxes could impact your retirement planning, along with the different types of accounts that could benefit you in your retirement.
You will learn:
- The account fees you are paying instead of saving
- How taxes impact your retirement planning
- The benefit of rolling your 401(k)
- The importance of assigning specific roles to your retirement accounts
- And more!
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.