Steven J. Rosenthal, CPA, CFP, JD
Paying Medicare Taxes in Retirement
Bellevue retirees face "hidden" Medicare taxes beyond premiums. Learn the U.S. tax code nuances & let Fulcrum Wealth Advisors guide you.
top of page
Search
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The Case for Longevity Annuities and QLACs
Unravel the secret to secure retirement with QLACs & longevity annuities. How can Secure Act 2.0 reshape your golden years? Dive in.
42
Jonathan V. Bever
- 17 min
Japan Blog II – Can a Strengthening Currency Bring a Recession? Imagine: Nikkei 225
Explore Japan's economic resurgence as it battles inflation and deflation, amid a weakening Yen and strengthening dollar. Understand paralle
530
Fulcrum Wealth Advisors
- 4 min
Is The Timing Right to Sell Your Business?
Interest rates are up, lending requirements are tougher…is now the time to sell your business?
20
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Avoid Getting Caught in the “Tax Gap”
The IRS has been active in the past decade seeking to close what is called the “Tax Gap,” which is the difference between what the IRS...
7
James S. Falcone
- 4 min
How to Manage Wealth and Create Investment Opportunities for Retirement
Wealth management is the process of developing customized strategies to utilize various financial products and services based on your...
26
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
New Capital Gains and Estate Tax Planning Challenges with Grantor Trusts
The IRS's Revenue Ruling 2023-2 introduces fresh complexities to estate tax planning, grantor trusts, and capital gains.
126
James S. Falcone
- 5 min
Mastering Sudden Wealth Management: Tips and Strategies for Financial Success
Discover the ultimate guide to managing sudden wealth in our latest blog. From budgeting techniques to investment strategies, learn how to m
66
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Do Designated Beneficiaries of Inherited IRAs Have RMD Requirements?
Inheriting Individual Retirement Account (IRA) assets can be a life-changing event. However, it comes with complex tax and distribution rule
80
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington Capital Gains Tax Revisited
The WA State Supreme Court ruled on Friday, March 24, 2023, to uphold the state’s 7% capital gains tax. Read more.
63
James S. Falcone
- 4 min
Understanding Equity Selection in Financial Planning
Financial planning is an essential aspect of managing your finances. It involves taking a comprehensive look at your current situation...
75
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Diversification: Minimize Your Liability And Ensure The Longevity Of Your Retirement Savings
Tax diversification is an essential element of retirement planning that should be considered along with investment diversification. It is...
64
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington State Capital Gains Tax
The State of Washington has enacted a 7% Capital Gains Tax due to be paid on or before April 18, 2023. Several exemptions apply, and...
225
Jonathan V. Bever
- 9 min
Outlook 2023: Valuation Pendulum
Our Prediction On The S&P 500 for 2023 "If something cannot go on forever, it will stop," Herbert Stein. It has been so long since we...
597
James S. Falcone
- 5 min
10 Ways Retirement Planning as a Service Can Elevate Your Life After 50
The essence of retirement planning has not changed over the years, but with lifestyle changes and increased life expectancy, retirement...
73
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The 3 key things you need to know about: SECURE Act 2.0 RMD.
On December 19, 2022, a retirement bill known as SECURE Act 2.0 was signed into law. It was part of the Consolidated Appropriations Act...
83
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Loss Harvesting in 2022
Tax loss harvesting is in the spotlight due to securities market declines in 2022. Consequently, many investors have unrecognized tax...
15
Jonathan V. Bever
- 5 min
Why the Fed Pivot is Metaphorically Immediate and Not a Process
One Page: One Piece of the puzzle #3. Federal Fund Rates “The term federal funds rate refers to the target interest rate set by the...
306
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Returns and Retirement Financial Planning
Tax returns are essential for developing a retirement plan, especially at or near retirement years. A tax return can provide clues to...
44
Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Roth IRA Conversion Tax Considerations
The strategy of making regular Roth IRA conversions should be considered by persons with pre-tax retirement assets. When a Roth...
34
bottom of page