Understanding Tax Implications in Retirement Planning (Ep. 3)

Understanding Tax Implications in Retirement Planning (Ep. 3)

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

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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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