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Wealth Strategies

fan of 1 US dollar banknotes and coins on beige surface by Katie Harp courtesy of Unsplash.

Optimizing Retirement Income from a Tax Perspective: Utilizing Qualified and Non-Qualified Accounts Introduction

Trey Gevers CFP® | Feb 12, 2025

Strategies for Managing a Large Single Stock Position

Garrett Grigas CFA, CFP | Jan 22, 2025
waterfalls near cave at daytime by Joshua Sortino courtesy of Unsplash.

Making the Most of Company Stock in Your 401K

Garrett Grigas CFA, CFP | Jan 6, 2025

Understanding the Washington State Capital Gains Tax and Minimizing Your Tax Bill.

Garrett Grigas CFA, CFP | Aug 15, 2024
person holding pencil near laptop computer by Scott Graham courtesy of Unsplash.

Did Your Company Stock Cause a Big Tax Bill?

Garrett Grigas CFA, CFP | Aug 15, 2024

How Qualified Charitable Distributions Work

Trey Gevers CFP® | Aug 15, 2024

Donor-Advised Fund (DAF)

Trey Gevers CFP® | Aug 15, 2024

How Roth Conversions Work

Trey Gevers CFP® | Aug 15, 2024
Categories
Roth Conversions

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info@geverswealth.com

 

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5825 221st Place SE, Suite 102
Issaquah WA 98027

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Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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