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Wealth Strategies

Securities Backed Lending

Willy Gevers | Apr 8, 2025

Maximizing Returns by Minimizing Taxes: 10 Strategies for Tax-Smart Investing

Garrett Grigas CFA, CFP | Feb 27, 2025
fan of 1 US dollar banknotes and coins on beige surface by Katie Harp courtesy of Unsplash.

Optimizing Retirement Income from a Tax Perspective: Utilizing Qualified and Non-Qualified Accounts Introduction

Trey Gevers CFP® | Feb 12, 2025

Strategies for Managing a Large Single Stock Position

Garrett Grigas CFA, CFP | Jan 22, 2025
waterfalls near cave at daytime by Joshua Sortino courtesy of Unsplash.

Making the Most of Company Stock in Your 401K

Garrett Grigas CFA, CFP | Jan 6, 2025

Understanding the Washington State Capital Gains Tax and Minimizing Your Tax Bill.

Garrett Grigas CFA, CFP | Aug 15, 2024
person holding pencil near laptop computer by Scott Graham courtesy of Unsplash.

Did Your Company Stock Cause a Big Tax Bill?

Garrett Grigas CFA, CFP | Aug 15, 2024

How Qualified Charitable Distributions Work

Trey Gevers CFP® | Aug 15, 2024

Donor-Advised Fund (DAF)

Trey Gevers CFP® | Aug 15, 2024

How Roth Conversions Work

Trey Gevers CFP® | Aug 15, 2024
Categories
Roth Conversions

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