Tag: Roth IRA
How to Kickstart Your Financial Journey (Ep. 9)

How to Kickstart Your Financial Journey (Ep. 9)

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Are you confident that you’ll have enough savings to last through retirement, or does the thought make you uneasy?

Tim Whisler emphasizes the vital need for financial literacy early in life and explores how saving discipline and commitment can pave the way for a secure retirement. We discuss both the benefits and strategies for managing 401(k)s, IRAs, and the burgeoning significance of Roth accounts, ensuring you have the right financial plan set for the decades ahead.

Tim discusses:

  • Differences and benefits of traditional and Roth 401(k) plans.
  • The importance of starting an IRA, both traditional and Roth.
  • Managing Social Security concerns for future financial stability.
  • The critical role life insurance plays in financial planning.
  • And more

 

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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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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 

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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