How Much Can You Safely Withdraw From $1M?
How Much Can You Safely Withdraw From $1M?If you have $1 million saved for retirement, a reasonable starting withdrawal range is often around 3% to 5% per…
Insights from a Spokane Fiduciary
Retirement, tax, Roth conversion, and investment guidance from the CFP® team at Stewardship Concepts. New posts most weeks, written for retirees and near-retirees in the Inland Northwest.
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What to Do If You Retire With $1 Million in a 401(k): A Spokane Financial Advisor’s Guide
Retiring with $1 million in a 401(k)? Learn how Spokane retirees can plan income, taxes, Roth conversions, Social Security, and more.
The Most Tax-Efficient Withdrawal Strategy in Retirement
The Most Tax-Efficient Withdrawal Strategy in RetirementWhen people retire, they often ask a simple question that turns out to have a very personal answer:What…
Spokane Financial Advisor: Inherited IRA Rules After the SECURE A
Spokane Financial Advisor: Inherited IRA Rules After the SECURE ActIf you have already inherited an IRA, there is a good chance you are dealing with two things…
Medicare Explained for New Retirees in Spokane
Medicare Explained for New Retirees in SpokaneIf you are getting close to 65, Medicare is probably starting to feel more real.For many people in Spokane, it…
What to Do With a $1 Million 401(k) at Retirement
What To Do With a $1 Million 401(k) When You Retire: A Practical Guide for Tax-Smart Retirement PlanningIf you’re getting close to retirement and you’ve built…
How a Washington “Millionaire Tax” Could Affect You
How a Washington “Millionaire Tax” Could Affect YouIf you’re retired or getting close to retirement in Washington, this is one of those tax stories worth…
How Social Security Is Taxed in Retirement for Spokane Retirees
The Retirement Tax Surprise Many Spokane Retirees ExperienceLet’s start with a situation I see fairly often.
Spokane Financial Advisor on Washington Capital Gains Tax
Spokane Financial Advisor: The Definitive Guide to Capital Gains Tax With Retirement Planning in Washington StateIf you are within five years of retirement in…
401(k) Rollover Mistakes | Spokane Financial Advisor
Mistakes Spokane Retirees Make When Rolling Over a 401(k) | Spokane Financial Advisor GuideBy Noah Schwab, CFP®, a Spokane Financial AdvisorRollover of a…
When Not to Claim Social Security: A Spokane Advisor’s View
When Not to Claim Social Security: A Spokane Advisor’s ViewWritten by Noah Schwab, CFP®, a Spokane financial advisorOne of the most common questions I hear as…
Reasons Not to Do a Roth Conversion | Spokane Financial Advisor
A Spokane Financial Advisor’s Perspective on When a Popular Strategy Doesn’t Make SenseWritten by Noah Schwab, CFP®, a Spokane financial advisorRoth…
1031 to DST and 721 Exchange: A Powerful Real Estate Tax Strategy
1031 to DST and 721 Exchange: A Powerful Real Estate Tax Strategy for High Net Worth InvestorsWritten by Noah Schwab, CFP®, a Spokane financial advisorIf you…