Paracle Advisors

Financial Advisors in Mercer Island, WA

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Tax Planning


IRA
Understanding the Backdoor Roth Contribution
Backdoor Roth Contributions are a commonly used planning technique to help high-income earners contribute to a Roth IRA. While the
Planning for the New Year
With 2021 just around the corner, you may be thinking about New Year’s resolutions and setting goals for the year
Tax Planning During Volatile Markets
Market volatility occurs when we see meaningful price swings in either an up or down market. This can provide for
Save More For Retirement With Your Health Savings Account
As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings
Tax Planning Strategies During Market Declines
Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”.
How To Prepare For Tax Season
Many people put off dealing with their tax information because it can feel overwhelming. Starting early, being organized, and staying
Five Tax Planning Opportunities
Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of
Make the Most of the 2018 Tax Law Changes
A year ago, Congress enacted significant changes to the U.S. tax code, which took effect on Jan. 1, 2018. One
Gifting to avoid taxes? You might not need to.
Many people know that giving away assets before your death can protect your heirs from paying estate taxes, which can
Social Security Strategies
Social Security benefits are an important factor in retirement planning. Unfortunately, many Americans start collecting their payments too early, potentially