Dave retired in 2017 when he was 64. His 401(k) retirement plan at that time was worth about $1.4M, which he rolled into an IRA we began managing. Plus, he had a non-retirement account, owned jointly by him and his wife, worth about $500k, which we also managed. Dave and Kathy gave to the church they attended and UGM (a nonprofit here in Spokane that helps the homeless). One thing they valued was not avoiding paying "Uncle Sam" more than they needed when distributing their accounts. Another goal was when Dave and Kathy passed away; they didn't want to leave their three adult children with a huge tax burden.
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
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