Income Taxes — Insights | Stordahl Capital Management

Posts tagged Income Taxes

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

What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

If your financial advisor isn’t regularly reviewing your tax returns, you may miss out on ways to optimize your finances and reduce your taxes.

Tax PlanningBill StordahlOctober 18, 2021Income Taxes, Tax Loss Harvesting, Capital Gains, Roth Conversions, Retirement Income