On March 24, 2023, the Washington State Supreme Court released its long-awaited opinion upholding the constitutionality of the new Washington Capital Gains …
Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that …
In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a …
Periodically checking and updating beneficiary designations on retirement accounts and life insurance is prudent. The next time you navigate the online portal …
Though most Americans have at least a passing understanding of the ability to use the equity in a house to obtain a …
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to …
In the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars …
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s …
With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in …
