Editors Note: This post has been updated to reflect recent legislative changes that happened July 1, 2025. Key Takeaways: Washington state doesn’t have an inheritance tax but it does have an estate tax for estates…
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12 Best Cities to Retire in Washington State
Key Takeaways: You will be happy to hear that Washington has no state income tax, which could potentially help you stretch your savings further in retirement. Each city has its own pros and cons: some…
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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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