Posts
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As Real Estate Cools, How a 1031 Exchange Could Work
June 16, 2022
As Real Estate Cools, How a 1031 Exchange Could Work
The rate on new 30-year mortgages is approaching 6% (double the level in 2020) and could go higher still as the Federal Reserve intends to keep raising interest rates. So it i
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Delayed: WA’s Long-Term Care Payroll Tax
December 3, 2021
Delayed: WA’s Long-Term Care Payroll Tax
Updated Dec. 20, 2021It’s official: The new payroll tax to fund WA State’s long-term care program (“WA Cares Fund”), the first in the nation, will be delay
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Coming in 2022: New WA State Payroll Tax for Long-Term Care Trust Fund
March 25, 2021
Coming in 2022: New WA State Payroll Tax for Long-Term Care Trust Fund
Updated Sept. 17, 2021 A substantial new WA State tax on wages will go into effect Jan. 1, 2022 that most people are not aware of. This is something we’re starting to discus
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Attention Retirees: Don’t Sell All Your Stocks
June 25, 2020
Attention Retirees: Don’t Sell All Your Stocks
Have you been tempted to sell all your stocks this year? If yes, you are not alone. Many people, especially those near or in retirement, have done just that – sold all their
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Yes, You Can Cancel 2020 RMDs from Retirement Accounts
May 13, 2020
Yes, You Can Cancel 2020 RMDs from Retirement Accounts
People in their 70s and older are used to getting annual required minimum distributions (RMDs) from retirement accounts, whether they want them or not. This is a way for the g
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Retired and Resilient: Strategies for the 2020s
January 17, 2020
Retired and Resilient: Strategies for the 2020s
Retirement is not a static time of life. Usually, it is full of change. LNWM Client Advisor Rodney Van Belle presents three ways to stay financially resilient well into your 9
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Say Goodbye to Stretch IRAs as of January 2020 Thanks to the SECURE Act
January 2, 2020
Say Goodbye to Stretch IRAs as of January 2020 Thanks to the SECURE Act
As most people were busy shopping for the holidays and/or viewing the impeachment hearings, Congress and the White House actually passed a new law — The SECURE Act ̵
