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Helpful Links

In addition to these helpful resources, we also work closely with a team of professionals that assist us with the retirement and financial planning needs of our clients.

Helpful Links

Look Up Your Stock Broker
Look Up Your Fiduciary Advisor
Safe Money Places
Ed Slott, IRA Expert
SEC: Intro to Mutual Fund
FINRA Fund Analyzer

Identity Theft

Report a suspicious email to the IRS
Victim of Tax ID Theft
IRS Withholding Calculator

Tax Planning

IRS Deductions & Exemptions for 2017
IRS Rules for IRA’s
Tax Payers Guide to 2017
Income Taxes & Your Social Security Benefits
How The Rich (and Poor) Avoid Paying Income Taxes
Serial Backdoor Roth, A Tax-Free Retirement Kitty

Social Security

Social Security Tax Withholding Form
Your SS Statement Online
Benefits for Spouses
What Every Women Should Know (PDF)
What You Need to Know When You Get Retirement Benefits (PDF)
Direct Deposit
When People Need Help Managing Their Money
Self Employed Individuals (PDF)
Windfall Elimination Provision (WEP) (PDF)
Survivor Benefits (PDF)
How Social Security Can Help When a Family Member Dies (PDF)

Retirement & Income Planning

Are You On Track to Retirement
Retiring on CDs Not Viable
New Retirement Income May Allow Boomers to Retire
Make Your Savings Last as Long as You Do
Inspect the Fees In Your 401(k)


Kentucky Math (comical)
What is a Fiduciary & Should I Care?
Why Get Independent Advice?
Can You Trust Rob Advisors
National Debt & Deficit by Tony Robbins
60 Minutes – 401(k) fees
Social Security Retirement Planning Matters
Social Security Can Help You Plan For Retirement


Click here for a retirement calculator
IRS Withholding Calculator
Life Expectancy
Are You Saving Enough For Retirement?
SEC Retirement Calculators
Social Security Benefits Calculators
Social Security Retirement Calculators
Social Security Retirement Estimator
SS Windfall Elimination Provision (WEP) Calculator
Retirement Calculator
Millionaire Calculator
Mortgage Qualification Calculator
Mortgage Payment Calculator
Car Loan Calculator
Inflation Calculator
Investment Yield Calculator

Life Insurance

Creating Your Legacy of Love
Turn Life Insurance Into an Investment


Understanding a Health Savings Acct (PDF)
Applying for Medicare Only
Apply for Medicare
Understanding Medicare Enrollment Periods (PDF)

SimplePath Retirement, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your Insurance Professional and Registered Investment Adviser is not permitted to offer, and no statement contained herein shall constitute tax, legal or Investment advice. You should consult with a legal or tax professional on any such matters.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) SimplePath Retirement, LLC and JWCA are unaffiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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