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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Charitable Giving Tax Strategies for Retirees: How to Maximize Your Tax Benefits
Key Takeaways: Most retirees miss out on major tax benefits because their charitable gifts don’t exceed the standard deduction. Using tools like donor-advised funds, appreciated asset donations, and QCDs can dramatically increase the tax value…
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Why It’s Important to Review and Update Your Beneficiaries
When was the last time you checked your beneficiary designations? If you’re like most people, it’s probably been some time. Estate planning is easy to put off and thinking about what will happen when you…
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