License To Spend

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:

    • Don’t be tricked into voluntarily paying higher taxes on your IRA

      • Connect with Tim: 

      • Email: Tim Whisler
      • LinkedIn: Tim Whisler, CRPC®, CLTC®
      • The Whisler Agency
      • LinkedIn: The Whisler Agency

        • Book a Call with Tim:

        • Schedule a call

          • 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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          License To SpendBy Tim Whisler
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