Understanding Income in Respect of a Decedent (IRD): What It Is and How It Affects Your Taxes

Read this article to find out what IRD is and how it can affect an estate or its beneficiaries.

Estate PlanningStordahl Capital ManagementApril 17, 2023Income in Respect of a Decedent, IRD, Estate Taxes, Income Taxes, Beneficiary, 401(k), IRA, Required Minimum Distribution, RMD

How to Use New 72(t) Rules to Your Advantage

If you want or need to make early withdrawals from your retirement accounts, the 72(t) strategy may be helpful. Here’s what you need to know.

Retirement planningBill StordahlSeptember 14, 2022IRA, 401(k), Early Retirement, 72(t), Substantially Equal Periodic Payment, SEPP, IRS

Required Minimum Distributions: What You Need to Know

When should you begin taking required minimum distributions? How much will your RMD be? Read this article to find out key RMD information.

Retirement planningStordahl Capital ManagementFebruary 1, 2021RMD, Required Minimum Distribution, Life Expectancy, IRA, 401(k), Qualified Charitable Distribution

Financial New Year’s Resolutions When You’re Near Retirement

Ready to boost your retirement savings but don’t know where to start? These five financial New Year’s resolutions can help.

Financial PlanningStordahl Capital ManagementJanuary 4, 2021Retirement Planning, 401(k), IRA, Roth, Emergency Fund, Debt Management, Cash Flow, Estate Planning, Risk Tolerance

5 Small Changes That Can Make a Big Difference to Your Retirement Plan

Worried that you’re behind on retirement? Not sure how to start saving? Here are 5 small changes that you can make to your retirement plan today.

Retirement planningStordahl Capital ManagementOctober 27, 2020Retirement Accounts, 401(k), IRA, Compounding

SCM Special Report: What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals.

Retirement planningStordahl Capital ManagementAugust 6, 2020COVID-19, coronavirus, Pandemic, 401(k), investment portfolio

Assessing COVID-19’s Impact on Your Retirement Plan

If you’re concerned that the COVID-19 pandemic has hurt your retirement plan, here are financial areas to reassess as you get your retirement goals back on track.

Retirement planningStordahl Capital ManagementJuly 28, 2020COVID-19, coronavirus, Pandemic, 401(k), investment portfolio