Tax Planning — Insights | Stordahl Capital Management

Posts tagged Tax Planning

Does It Matter Which Spouse Converts Their Traditional IRA to a Roth IRA?

Here are factors for spouses to consider when making Roth IRA conversions.

Retirement planningJoan Koss, MBA, CFP®, ChFC®, FSCP®, LUTCF®January 30, 2023IRA, Roth IRA, IRA Conversion, SECURE Act 2.0, Married Couples, Tax Planning

What All Financial Advisors Should Do (but Don’t): Plan for Education Costs

What All Financial Advisors Should Do (but Don’t): Plan for Education Costs

Are you ready for the high cost of education for your child or grandchild? Here’s how your financial advisor should help.

Education PlanningBill StordahlJanuary 24, 2022University, College, Tuition, 529 Plan, Tax Planning

What All Financial Advisors Should Do (but Don’t): Plan Your Retirement Income and Expenses

What All Financial Advisors Should Do (but Don’t): Plan Your Retirement Income and Expenses

A financial advisor should help you plan for a comfortable retirement without sacrificing your current goals. Here’s how our firm helps achieve that.

Retirement planningBill StordahlDecember 15, 2021Retirement Income, Retirement Account Distributions, Cash Flow, Tax Planning