When planning for the transfer of wealth, understanding your state’s tax laws is essential. Many people wonder whether Washington State inheritance tax is due on money they recently inherited from a loved one who passed…
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12 Best Cities to Retire in Washington State
Thinking about where to spend your golden years? The Evergreen State offers everything you could want for a fulfilling and worry-free retirement. As one of only nine states with no state income tax, choosing to retire…
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Five Things to Know About the SECURE Act and SECURE 2.0
Many people in this country are not prepared for retirement, causing large concern. People are living longer into retirement, yet savings are not keeping up, not to mention concerns about Social Security and what it…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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[Video] Should Realtors Save for Retirement in a Roth?
Are you a Realtor and just not quite sure how to get started saving for retirement? Well, here’s how a Roth IRA can jump-start your retirement savings. As a real estate agent, you typically don’t…
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