2026 Guide to Spokane Financial Advisors Are you searching for a Spokane financial advisor to help you develop a retirement strategy, reduce your tax bill, and achieve your financial goals? You’re in the right place!…
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What You Need to Know About RMDs
Over the years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. When someone is not familiar with how RMDs work, it can be easy to miss a required…
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12 Best Cities to Retire in Washington State
Editor’s Note: This article was last reviewed and updated for accuracy on January 28, 2026, including current Washington tax laws and retirement-related considerations. Key Takeaways: You will be happy to hear that Washington has…
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Your Medicare Enrollment Window
When you become eligible for Medicare (most commonly at age 65), there is a specific enrollment window when you can sign up to avoid late enrollment penalties. However, the signup window is different for every…
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over age 70.5 to make certain IRA distributions to charities that can be excluded from taxable income. We define this as a Qualified Charitable Distribution (QCD)….
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