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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…
Social Security
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How Washington State Affects Taxes for Retirees
A Spokane Financial Advisor’s Guide to Retiring WellIf you are retired or planning to retire in Washington State, taxes play a bigger role in your retirement…
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Retiring Before Medicare: What Retirees Need to Know About ACA
Retiring Before Medicare: What Early Retirees Need to Know About ACA Planning From a Spokane Financial AdvisorIf you are planning to retire before age 65 or…
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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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IRMAA Explained by a Spokane Financial Advisor
Financial Planning: IRMAA 101 — What Every Retiree Should KnowFor many retirees, Medicare feels like a welcome relief after decades of paying for private…
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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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Tax-Loss Harvesting: How Spokane Retirees Can Save on Taxes
If you are a retiree in Spokane with taxable investment accounts, you may have heard of tax-loss harvesting but might not fully understand how it works.
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Step-Up Strategy for Beneficiaries
When it comes to estate planning, a common concern among families is how to transfer wealth to the next generation without leaving heirs with an unanticipated…
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Spokane Financial Advisor, "Use Retirement Valley Opportunity"
As a financial advisor in Spokane, I come across people who have made excellent efforts to save for retirement in their 401(k) or some other tax-deferred…
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What Spokane Retirees Need to Know About One Big Beautiful Bill
The One Big Beautiful Bill Act, passed in July 2025, permanently extends many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions and introduces new tax…