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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…
Market Commentary
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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…
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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…
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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…
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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…
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Washington Estate Taxes: Spokane Financial Advisor Guide
Washington State Estate Taxes Explained: Strategies from a Spokane Financial AdvisorWritten by: Noah Schwab, CFP®.
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Year-End Retirement Checklist | Spokane Financial Advisor
Financial Planning Secret: Why a Year-End Checkup May Be the Most Important Step You Take This Year | Spokane Financial Advisor GuideAs a Spokane financial…
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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…
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Why Spokane Retirees Need Money In Different Tax Buckets
When planning for retirement, most people focus on how much they need to save, but just as important is where they save it.
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Charitable Giving Strategies: Spokane Financial Advisor's Guide
For many retirees, generosity is a key part of their financial legacy.
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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,…
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Why You Can’t Time Markets - Spokane Financial Advisor
As a Certified Financial Planner ® professional with many years of experience helping retirees and families in Spokane, I’ve had countless conversations about…