Posts
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Trust, 529 Plan, UTMA, Trump Account? What You Need to Know for Your Young Child
Trust, 529 Plan, UTMA, Trump Account? What You Need to Know for Your Young Child
Angie Myers explores the growing range of ways families can invest in a child’s future, from custodial accounts and 529 plans to trusts and the new...
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Strategies for Tax-Efficient Retirement Account Withdrawals and Transfers
Strategies for Tax-Efficient Retirement Account Withdrawals and Transfers
First the good news. Many people have tax-deferred retirement accounts that have skyrocketed in value and would love to pass them on to family members...
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Tax-Smart Ways to Transition or Exit from a 529 Plan
Tax-Smart Ways to Transition or Exit from a 529 Plan
With tuition and fees at private colleges now approaching $100,000 a year, tax-advantaged 529 Savings Plans for education can make sense even for f...
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How to Help: Turkey + Syria Earthquake
How to Help: Turkey + Syria Earthquake
Images of February’s devastating earthquakes in Turkey and Syria have flooded news feeds, and at Laird Norton Wealth Management, we’ve fielded...
