To our friends who are tax and estate planning professionals, we hope you are doing well – and enjoying the fall weather. I attended an in-person breakfast event yesterday hosted by East King County Estate Planning Council. It was great to see old faces and catch up in person. Oh, and the speaker was excellent, too. Craig Janes of Deloitte gave us a federal tax update with humor and wisdom. I got a lot out of it, and I bet you would have, too. (Let me know if you’re interested in attending future meetings. You can invite yourself as my guest.) Since a recording of Mr. Janes’s informative and entertaining talk isn’t available, I thought I’d do the next best thing and share a few tax-related articles you might find interesting.
If you’re in your 20s or 30s, you might feel you’re too young to plan for retirement. Especially if you're single.
Or, at least you feel young enough to not worry about it too much.
If you are nearing 60, it’s a good idea to start thinking about Social Security benefits. Maybe you have a few decades to go before reaching 60, but your parents may be close to that milestone. If so, then read on. You’ll pick up a few ideas here. Your parents will be proud.
Cultivant team &