May 7, 2026RetirementTips
Your Guide to the Max 401k Contribution Limit
Learn how 401(k) contribution limits, catch-up contributions, and employer additions fit into a practical retirement plan for Seattle-area professionals.
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Retirement Planning Resources
Blog Articles
Expert insights on retirement planning, tax strategies, and financial planning for Puget Sound residents.
May 6, 2026RetirementTips
Can You Have Multiple Roth IRAs? A Guide to Rules and Strategies
Understand the rules for holding multiple Roth IRAs and how Seattle-area savers can coordinate contributions, beneficiaries, and tax planning.
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May 5, 2026RetirementTips
A Guide to Roth Conversion and RMD Tax Strategies for Puget Sound Retirees
Explore Roth conversion and RMD planning considerations for retirees in Seattle, Bellevue, Tacoma, and the broader Puget Sound area.
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May 4, 2026RetirementTips
Using a Social Security Spousal Benefit Calculator to Maximize Your Payout
Learn how Social Security spousal benefit calculators can help Seattle-area couples evaluate claiming timelines and lifetime income tradeoffs.
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May 3, 2026RetirementTips
A Retiree's Guide to Capital Gains Tax on Stock Sales
Review capital gains basics, tax-aware selling strategies, and planning considerations for Seattle-area investors entering retirement.
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May 2, 2026RetirementTips
A Guide to Capital Gains Tax on Home Sale in Washington
Understand how federal home-sale exclusion rules and Washington-specific considerations may affect a home sale before or during retirement.
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May 1, 2026RetirementTips
Transfer IRA to Roth IRA: A Seattle-Area Conversion Guide
Learn how IRA-to-Roth conversion planning works and why timing matters for Seattle-area pre-retirees and retirees.
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April 30, 2026RetirementTips
Does Washington Tax Social Security Income for Retirees
Review how Social Security benefits are taxed federally and what Washington retirees should understand about state-level retirement income planning.
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April 29, 2026RetirementTips
Certified Financial Planner vs Financial Advisor: What Seattle Retirees Need to Know
Understand the distinction between a CFP® professional and a general financial advisor, and why fiduciary standards matter for Seattle retirees.
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April 28, 2026RetirementTips
Navigating the Inheritance Tax on a 401k: A Guide for Washington Families
Learn how inherited 401(k) rules can affect Washington families and what planning steps may help beneficiaries avoid avoidable tax surprises.
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