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How an Inheritance Changes Your Retirement Plan (and Your Tax Plan)

By Dan Moore, CFP^® | Nov 12, 2026 |

Most people expect inheritance retirement planning to simplify life. For the first few years, it often does the opposite.

November 09, 2026 |

Inheritance tax planning starts with a pause. Dan Moore, CFP®, explains the IRA, basis and trust rules heirs miss, plus two early deadlines.

November 05, 2026 |

The 10-year clock on inherited IRAs affects your retirement, tax plan, and how you sequence withdrawals with Roth conversions.

November 03, 2026 |

Weighing Microsoft's Voluntary Exit Offer? See how severance is taxed in a high-income year and the seven questions to answer before deciding.

November 02, 2026 |

Discover why Brighton Jones created General Counsel Services, a more coordinated way to navigate the legal side of your financial life.

November 02, 2026 |

Leaving Microsoft through the Voluntary Exit Offer? Navigate HR questions, health coverage deadlines, and what to do with your 401(k).

October 26, 2026 |

An allowance for kids can be their first real money lesson. Use it to teach saving and giving before the stakes get higher.

October 19, 2026 |

Teaching kids about money starts before you start talking about it. Get there before betting apps and crypto news provide their own lessons.

October 12, 2026 |

Year-end tax planning for high earners goes past maxing your 401(k). See which RSU, Roth, and giving decisions close December 31.

October 09, 2026 |

Our Q3 2026 investment update reviews performance, answers client questions, and highlights key market themes.