Tax & Estate Planning
- Dec 12 2018Retirement Planning: Roth IRAs vs. Traditional IRAs
When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.Dec 3 201810 Things to Know About Qualified Charitable Distributions in 2018
Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.Nov 29 2018It’s the Season of Giving: Make Your Charity Giving Work for You
Do you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.Nov 16 2018Gifting Remains a Viable Strategy to Limit Taxes
Charitable giving is a great way to save on taxes--even under the new Trump administration tax laws. Here are 3 great examples.Nov 7 2018Should You Pay off Your Mortgage? A Difficult Decision.
It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!Nov 5 2018Update on Your Real Estate: Portland Is Cooling Off (Part Five)
After 8 strong years of relentless price gains, the real estate party is cooling off in metro Portland/Clark County. Here are 2 data points.Nov 1 2018Retirement Planning Strategies: 7 Year-End Mistakes to Avoid
Some of the biggest oversight’s advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.Oct 10 2018Where’s the Beneficiary Form…?
Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.Jul 23 2018Your Home: Do You Own Too Much of a Good Thing? (Part Four)
Metro Portland/Clark County real estate is in a boom, but the bubble could pop someday. Learn why too much home can put your financial health at risk.