The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
The Four Quadrants of Retirement Income
Tax Planning
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was...
Save Taxes on Company Stock in Your 401k
Save Taxes on Company Stock in Your 401k
Do you have company stock in your 401(k)? You might if you spent your...
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington State's LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.
Washington State’s 7% Capital Gain Tax Explained and How to Avoid It
Washington State’s 7% Capital Gain Tax Explained and How to Avoid It
Washington State's 7% capital gain tax has been signed into law and survived legal challenge in the WA State supreme court. Here's what you need to know and what you can do to prepare!
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
5 Ways to Reduce Estate Taxes: a Video Walkthrough
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
2022 Year-End Financial Planning Checklist
2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A cash balance retirement plan offers many small businesses substantial tax deductions...is it right for you?
How Does Charitable Giving Help Reduce Taxes?
How Does Charitable Giving Help Reduce Taxes?
If you’ve worked hard and planned well, you’re likely to accumulate...