Knowing how much wealth you have is one thing. Understanding how it will provide for your lifestyle in retirement can be much more complicated.
A mega backdoor Roth allows some high-earners to save additional cash for retirement. Here’s how to know if it makes sense for you.
With only weeks left in 2020, our team put together a year-end tax planning checklist to help lessen the burden in April 2021.
Financial planning for medical professionals is no simple task. Let’s explore four areas of focus to help you evaluate your situation.
There are plenty of positives to both pre-tax and Roth retirement plan contributions. Here’s how to determine the best choice for your circumstances.
Soon-to-be equity partners usually do not have the time to deal with all the financial complications that go along with making the jump to ownership.
We’ve outlined practical ways you can boost your health savings account so that future medical costs won’t interfere with your ability to enjoy retirement.
If you’re 65 and getting coverage through your employer, it’s easy to neglect the Medicare paperwork. But putting it off could have financial implications.
Roth conversions, particularly when done on depressed account balances, can pay huge dividends down the road in the form of reduced income-tax burdens.
The CARES Act permits retirement plan sponsors to make qualified coronavirus-related distributions available to plan participants.
Knowing how and when to adjust your retirement asset allocation can be complicated and subjective, depending on what the talking heads on TV are saying.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones, LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, content published here may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information on this website serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones, LLC is neither a law firm nor a certified public accounting firm and no portion of our content should be construed as legal or accounting advice. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.