Month: May 2024
Navigating America’s Retirement Dilemma (Ep. 4)

Navigating America’s Retirement Dilemma (Ep. 4)

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Are you ready to navigate the shifting landscape of retirement planning? Tim shares insights on this topic from a documentary

Tim Whisler dives into the critical shifts in retirement planning, highlighted in the revealing documentary “The Baby Boomer Dilemma” by Douglas Orchard. He explores the importance of protecting assets for retirement income, from defined benefits to defined contribution plans. Tim dives into the dwindling availability of defined benefit plans and the increasing responsibility placed on employees to save for retirement.

Tim discusses:

  • The shift away from traditional pension plans to 401(k) and other defined contribution plans.
  • Insights from “The Baby Boomer Dilemma” documentary on the challenges and solutions for retirement planning.
  • Strategies for generating reliable retirement income and mitigating risks.
  • The importance of financial literacy and education in planning for a financially secure retirement.
  • And more

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Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.

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Understanding Tax Implications in Retirement Planning (Ep. 3)

Understanding Tax Implications in Retirement Planning (Ep. 3)

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Are taxes posing a threat to your retirement income? Are you prepared for the challenges of retirement planning, including taxation and legislative risks? 

Tim Whisler sheds light on the significant role taxes play in retirement planning. He emphasizes the importance of having a strategic plan in place to address taxes and how they can impact your retirement income. 

Tim discusses:

  • How critical is tax planning in retirement
  • Why is it essential to understand the tax classification of retirement assets for creating a withdrawal strategy
  • How does the Secure Act’s impact on inherited IRAs affect potential tax burdens for beneficiaries
  • Why is it important to design a tax-efficient strategy to minimize tax liabilities for beneficiaries and preserve wealth for future generations
  • And more

Connect with Tim: 

 Book a Call with Tim:

Investment advisory and financial planning services are offered through Foundations Investment Advisors, 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 and Simplicity Solutions.

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