Like other Costco professionals, do you wonder:
We can help answer these questions. Schedule a complimentary meeting with us here.
We have extensive experience in helping COSTCO professionals like you achieve success in your finances through:
Retirement Planning
Do I have enough money for retirement? A good retirement plan answers this question. You should have a plan that compares financial assets and retirement income to expected expenses and stress tests it against the impacts of bad investment markets, high inflation, and unexpected expenses. The results of your plan should leave you with the confidence that your retirement will be a success.
Income planning
Once the paycheck stops, your focus shifts from accumulating assets to generating income. You may have assets spread across many accounts. Creating a system for where you will generate income is paramount -- And doing so in a tax efficient manner.
Tax planning
Early in retirement, there is often a unique window for tax planning with long-term ramifications. There are three strategies I have seen Costco employees utilize for a major tax advantage. • NUA rollover • 0% Capital Gains Tax • Roth Conversions
Investments
Your approach to investing in retirement is different than during your accumulation years. You are now withdrawing income, which increases your sensitivity to market swings. Having an investment allocation that you are comfortable with and that suits your retirement goals is mission-critical.
Estate planning
Estate planning is about more than just a will or trust. It's about making sure your wishes are clear, your documents are up to date, and your loved ones aren't left with a mess. Additionally, we have expertise in helping you navigate the unique Washington State estate tax.
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P.S. Our office is 2 minutes from Costco HQ in Issaquah.