Editors Note: This post has been updated to reflect Washington estate tax legislative changes effective July 1, 2025, as well as inflation-adjusted exemption amounts and federal tax rules applicable for 2026. Key Takeaways: Washington state…
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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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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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