roth
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…
Case Studies
roth
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.
roth
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…
roth
Roth Conversion Tax Strategies for Spokane Retirees
Roth Conversion Strategies for Spokane Retirees: How to Minimize Taxes in RetirementWritten by Noah Schwab, CFP® a financial advisor in Spokane specializing in…
roth
Roth vs Traditional: Spokane Financial Advisor’s Retirement Guide
A Spokane Financial Advisor’s Guide to Making the Right ChoiceAs a Spokane financial advisor and CFP® who spends every day helping retirees and pre-retirees…
roth
Donor-Advised Funds Explained by a Spokane Financial Advisor
The Complete Guide to Donor-Advised Funds: Insights from a Spokane Financial AdvisorAs a financial advisor with years of experience guiding clients in Spokane,…
roth
What is a Backdoor Roth IRA? – The Complete Guide
For high-income earners, contributing directly to a Roth IRA isn’t always possible because of IRS income limits.
roth
Meet Mark and Lisa - Case Study
Happy Friday! Noah here. We hosted our pickleball event yesterday, and it was such a great time—good competition, and even better company.
roth
How to Avoid Capital Gains Tax
My (Amy) birthday is on Monday, so my husband and I (pictured above at Cedars 5 years ago) are celebrating this weekend with dinner at my favorite restaurant,…
roth
Should I do a Roth conversion in 2026?
As a Spokane financial advisor, I frequently ask clients entering retirement about Roth conversions.
roth
Meet Jim and Linda - Case Study
Hello everyone! Amy here. I can't believe it's 2025. This past year has been a blur, and our team at Stewardship Concepts is very grateful to you all.
roth
Meet Chris and Amy - Case Study
Happy Friday, everyone! I woke up early to write this at Ladder Coffee on Monroe, and the roads are covered in sheets of ice.