What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age … [Read more...]
Windward Tax Bulletin: Required Minimum Distributions
Windward Community: Meet Our New Tax Manager, Brad!
We are so grateful for our new addition to the team, Brad Harrison! Brad has joined our team to provide income tax planning services and tax return preparation. He will also be helping with securities law compliance. Brad is a KU graduate and a CPA. Brad is a former Windward intern and we are so … [Read more...]
Windward Passages: 2018 Year-End Tax Planning Basics
The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2018 tax year. Timing is everything Consider any opportunities you have to defer income to 2019. For example, … [Read more...]
Windward Tax Bulletin: Estate Planning and 529 Plans
When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate for your loved ones after you die. So, if you're … [Read more...]
Windward Community: Dog Parks in the Kansas City area
Leaves are turning vibrant colors, and cool weather inspires people to enjoy the great outdoors. It’s also a great time to explore Kansas City with those puppies and dogs! Below are some dog parks where dogs and people can enjoy some adventure and company! There is even a new bar (Bar K Dog Bar) … [Read more...]