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 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!
529 college savings plans are one of the most popular ways to save for...
Today is a deep dive into ways you can reduce estate taxes and pass more...
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!
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.
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!
Have you ever wondered, “Should we have a trust?”, then quickly realized...
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
A cash balance retirement plan offers many small businesses substantial tax deductions…is it right for you?
If you’ve worked hard and planned well, you’re likely to accumulate more...
Taxes are a big part of life, most notably in that rush to file your tax...
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here’s what you need to know.
When it comes to leaving your hard-earned wealth to the next generation,...
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
