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.