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We are closed on the following days

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Upcoming Event

Tumwater June 15 at 6:15pm-7:45pm Estate Planning

Tumwater June 22 at 6:15pm-7:45 pm New Retirement Reality

Tumwater June 23 at 6:15pm-7:45 pm New Retirment Reality

Please arrive 15 minutes before start time for check in.

For more details please reach out to us to sign up.

Please rsvp to attend the Educational WorkShop Hosted by Aric Walker and Retirement Resource Center team!

PLEASE R.S.V.P. IN ORDER TO ATTEND THESE FREE EVENTS!

360-810-3737 OR EMAIL Zavala5515@gmail.com

WE PROUDLY SERVE THE STATE OF WA AND MORE TO COME.

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Effective Date: June 24, 2024

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Newsletters

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Car Affordability

How much can you afford to pay for a car?

More Calculators