As the 2024 election approaches, tax policy is once again at the forefront of debate, with the potential to affect millions of Americans. We are currently in an era of historically low tax brackets due…
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What You Need to Know About 2024 RMDs
Over the past few years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. For those uninformed, they run the risk of being out of compliance with the IRS….
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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Media Highlight: Breaking Down the New Washington Cares Fund
Should you pay Washington’s new long-term care tax or find a private insurer? Our managing partner and financial planner Eric Christiansen weighed in on KXLY. Click the link below to view the full article on…
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