INSIGHTS | RetireSimply

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ABOUT
ABOUT US
Our team is dedicated to your retirement success. Explore our story, and see why clients trust us.
OUR COMPANY

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planning
RETIREMENT PLANNING
Comprehensive retirement planning to protect your future, generate income, and minimize taxes.
SERVICES

RETIRESIMPLY™ PROCESS

Could Saving in Your 401(k) or IRA Actually be Costing You?
Get a Sneak Peak of your Tax Bill
with our Tax Calculator
CALCULATE MY TAX BILL
Resources
RESOURCES
Explore our resources for retirees, including our TV show, video series, events, blog, guides, and the SIMPLY retirement framework.

TV SHOW
VIDEO SERIES
PODCAST
RADIO SHOW
RETIRESIMPLY™ BLOG

GUIDES
TAX GUIDE

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EVENTS
RETIRESIMPLY™ EVENTS
Join us for live events that provide valuable insights, personalized retirement strategies, and opportunities to connect with our team and community.
LIVE EVENTS

WORKSHOPS

COMING SOON!

SERIES

VIDEO SERIES

JOIN US FOR OUR NEXT LIVE EVENT
WITH SCOTT WINSTEAD
TUESDAY JANUARY 7TH
6:30PM | PLANO, TX
RSVP NOW
COMING SOON!

Qualified Charitable Distributions (QCDs): A Smart Way to Give Back and Pay Less Tax

Tax-Loss Harvesting: A Smart Strategy to Lower Your Tax Bill

Strategic Withdrawals: Maximizing Your Retirement Income While Minimizing Taxes

ROTH IRA Conversions: A Strategic Move to Pay Less Tax in Retirement

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