top of page
ABOUT
ABOUT US
Our team is dedicated to your retirement success. Explore our story, and see why clients trust us.
OUR COMPANY
MEET THE TEAM
GIVING BACK
CLIENT REVIEWS
CAREERS
WE'RE HIRING!
LOCATIONS
CONTACT US
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
SOCIAL SECURITY GUIDE
Screenshot 2024-10-18 131845
Screenshot 2024-10-24 134942
768eaa4ed9c29ea6357f1eaed4ab7692-xlarge
1/1
EVENTS
RETIRE
SIMPLY
™
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
webinars
COMING SOON!
SERIES
VIDEO SERIES
WOMENS SERIES
JOIN US FOR OUR NEXT LIVE EVENT
WITH SCOTT WINSTEAD
TUESDAY JANUARY 15TH
6:30PM | ROANOKE, TX
RSVP NOW
COMING SOON!
log in
GET STARTED
Katelyn Simms
Sep 10, 2024
4 min read
Qualified Charitable Distributions (QCDs): A Smart Way to Give Back and Pay Less Tax
Katelyn Simms
Sep 10, 2024
4 min read
Tax-Loss Harvesting: A Smart Strategy to Lower Your Tax Bill
Katelyn Simms
Sep 10, 2024
3 min read
Strategic Withdrawals: Maximizing Your Retirement Income While Minimizing Taxes
Katelyn Simms
Sep 10, 2024
3 min read
ROTH IRA Conversions: A Strategic Move to Pay Less Tax in Retirement
bottom of page
