James S. Falcone
Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?
Can you trust an RIA with your retirement savings? Learn how RIAs provide safety, transparency, and personalized guidance.
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Steven J. Rosenthal, CPA, CFP, JD
2 min
Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains
Unlock tax savings and growth potential with Opportunity Zones. Ideal for retirement-focused investors seeking long-term gains.
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Steven J. Rosenthal, CPA, CFP, JD
2 min
RMD Update for Designated Beneficiaries: Understanding the 10-Year Rule for Inherited IRAs
Learn about the IRS's new RMD rules for inherited IRAs and how the 10-year rule impacts your distributions and tax strategies.
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Steven J. Rosenthal, CPA, CFP, JD
2 min
Tax Loss Harvesting: Maximize Tax Savings on Your Investments
Unlock the power of tax loss harvesting to offset capital gains, reduce taxes, and optimize your investment portfolio throughout the year.
88
Steven J. Rosenthal, CPA, CFP, JD
2 min
Relocating Out-of-State to Avoid Washington Estate Taxes
Avoid Washington estate taxes by relocating. Fulcrum Wealth Advisors provides strategies to ensure a smooth transition and tax savings.
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Steven J. Rosenthal, CPA, CFP, JD
2 min
Preparing for Higher Tax Rates
Prepare for higher tax rates as Trump-era cuts expire. Fulcrum Wealth Advisors offers strategies to manage and mitigate upcoming changes.
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James S. Falcone
5 min
Prepare For Future Estate Tax Law Changes
Future estate tax changes in 2026 mean it's wise to start planning now. Secure your assets early.
187
Steven J. Rosenthal, CPA, CFP, JD
2 min
Out-of-State Property Taxation
Out-of-state real estate investments can offer diversification but come with tax implications. Learn how to invest tax-efficiently.
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Steven J. Rosenthal, CPA, CFP, JD
3 min
Do Designated Beneficiaries of Inherited IRAs Have RMD Requirements In 2024?
Discover the 2024 RMD requirements for inherited IRAs and avoid penalties. Stay informed and plan your retirement wisely.
148
Steven J. Rosenthal, CPA, CFP, JD
1 min
Threats to Tax-Advantaged Retirement Plans
Understand potential shifts in retirement planning with changes to 401(k), 403(b), IRA tax benefits.
132
Steven J. Rosenthal, CPA, CFP, JD
2 min
Minimizing Tax Rates in Retirement
Plan for a low-tax retirement future with Fulcrum Wealth Advisors. Stay ahead of tax legislation changes and hidden taxes.
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Steven J. Rosenthal, CPA, CFP, JD
2 min
Capital Gain Exclusion on the Sale of Small Business Stock
Tax Savings for Retirement: Learn how business owners can significantly reduce tax burdens when selling a business with qualifying stock.
116
Steven J. Rosenthal, CPA, CFP, JD
2 min
Roth IRA Conversions
Unlock the long-term benefits of Roth IRA conversions with tax-free earnings. Navigate tax impacts with guidance from Fulcrum Wealth Advisor
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Steven J. Rosenthal, CPA, CFP, JD
1 min
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.
98
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...
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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.
156
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
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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.
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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...
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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...
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