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  1. Home
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  3. February 2022

February 2022

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Submitted by Sims Investment Management, LLC on February 20th, 2022

All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health. 

Here’s what you need to know about taxable income in retirement. 

Tags:
  • IRS
  • Retirement
  • Taxes
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Submitted by Sims Investment Management, LLC on February 1st, 2022

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working.

Tags:
  • Investing
  • Retirement
  • Small Business
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  •   2101 Grandin Road, Suite A, Cincinnati, Ohio 45208
  •   513-278-7467
  • sim@simsinvestment.com

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