3325 Cochran Street
Suite 106
Simi Valley, CA 93063

Winthco Wealth Management

 
Coaches A Fruitful Retirement: Your 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

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.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Catch-Up Contributions

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

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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