3325 Cochran Street
Suite 106
Simi Valley, CA 93063

Winthco Wealth Management

 
Coaches A Fruitful Retirement: Social Security Benefit Let's Chat From Boats to Brokers

Winthco Wealth Management

Winthco Wealth Management is a wealth management solutions company dedicated to helping our clients pursue their financial goals by offering sound tax advice and sound wealth guidance by experienced financial consultants. Our team of professionals is comprised of CPA's and licensed financial advisors, so you can be certain your wealth and future are handled by some of the most qualified in the industry. We are also dedicated to developing a personal relationship with our clients and nurturing that relationship through time.The difference in our firm is woven through every aspect of our business; the integrity in which we operate, our experience in finance, as well as our responsive nature to our clients. Discover the Winthco Wealth Management difference today.

Helpful Content

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

View all videos arrow