Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
If you own a traditional IRA or other pre-tax retirement account,...
Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
Retirement Planning
Why You Want a Retirement Plan in Writing
Why You Want a Retirement Plan in Writing
Many people save and invest vaguely for the future. They know they...
Section 199A Business Tax Deductions
Section 199A Business Tax Deductions
Many households, businesses, and other organizations are arranging...
Safely Climbing & Descending the Wealth Mountain
Safely Climbing & Descending the Wealth Mountain
Living in the Pacific Northwest, you’ve almost certainly done a bit of...
2019 Retirement Plan Limit Increases
2019 Retirement Plan Limit Increases
The IRS increased the annual contribution limits on IRAs, 401(k)s, and...
What To Do When Your Stocks Go Down
What To Do When Your Stocks Go Down
During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
It's one of the most frequent discussions we have with new dental...
5 Medicare Questions Answered!
5 Medicare Questions Answered!
Before you enroll, take note of what the insurance does not cover and the changes ahead.
7 Tips: Medicare Information More People Should Know
7 Tips: Medicare Information More People Should Know
Before you enroll, take note of what the insurance does not cover and the changes ahead.