Tag: IRS
Deep Diving Into Roth IRAs (Ep.41)

Deep Diving Into Roth IRAs (Ep.41)

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It is no secret that Roth IRAs are popular. How much have you heard? How deep into the information have you considered when thinking about including Roth IRA accounts in your retirement plan?

In this episode, Tim Whisler focuses on Roth IRAs, explaining the different aspects of Roth accounts, how they fit within retirement planning and the considerations to consider when choosing to include them within retirement plans. He shares stories about clients who have benefited both from including and excluding the account and how the IRS connects to  IRA accounts.

Tim discusses:

  • What is a Roth IRA
  • The stipulations of withdrawing money from a Roth conversion
  • How the secure act changed the way Roth IRAs are inherited
  • When do to a Roth conversion 

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Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting, and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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Planning For Taxes And Retirement (Ep.38)

Planning For Taxes And Retirement (Ep.38)

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Retirement planning is ever changing, from government planning to your neighbours opinions. What are the considerations of retirement planning from a financial advisor’s perspective?

In this episode, Tim Whisler shares insight gained from a recent IRA workshop and how it changed his thinking towards basic retirement planning accounts, distribution and taxes.

Tim discusses:

  • The role of the IRS in retirement income planning
  • How government spending could impact retirement accounts
  • Why and how do specific age groups impact retirement planning and distribution phase
  • What order should you withdraw from different retirement accounts
  • And more

Resources:

Connect with Tim: 

Book a Call with Tim:

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting, and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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