The Federal government has recently extended tax filing deadlines and enacted new legislation in response to the economic stressors caused
Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Financial Planning / Retirement Planning / Tax Planning
Tax and Retirement Account Updates
Federal tax filing deadline The federal tax filing and tax payment deadline has been moved to July 15th. No interest
Freestone News
Freestone Advisors recognized by Barron’s as Top 1200 Financial Advisors
Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron’s. Barron’s recently
Investment Advisory
February 2020: Market Update
Coronavirus (or COVID-19) has been in the news for the past few weeks, and fears of its effects have finally
Insights
What A Difference a Year Makes
2019 turned out to be a fantastic year for the financial markets as nearly every asset class had strong performance.
Financial Planning / Retirement Planning
The SECURE Act: Impact on Financial Planning
The SECURE Act was signed into law on December 20, 2019, bringing significant changes to retirement accounts. The Act is
Economic Outlook / Insights
2020-Q1: Economic Outlook
OVERVIEW: Ongoing trade disputes and the approaching presidential election capture media attention and generate headlines. Although these risks pose a
Charitable Giving / Financial Planning / Wealth Management
QCD of RMD—How to give more to your favorite charities – without increasing your giving budget
Recent natural disasters in the U.S. and throughout the world have spurred conversations about philanthropic giving among Americans – some
Business Succession Planning
Planning for the Sale of Your Business
As a business owner, retiring is not as simple as notifying your employer and clearing out your desk. In addition
Financial Planning / Retirement Planning
Solo 401(k) vs. SEP IRA: Which One Should I Choose?
As a self-employed individual or business owner you have a few different ways to save for your retirement. The primary
Freestone News
Get to Know our 2019 Freestone Future Leaders Scholarship Winners
As the next generation of civic leaders, problem solvers and go-getters, these students demonstrate immense passion and commitment to improving
Business Succession Planning
Protecting Your Business from the Unexpected
Building a successful business requires a significant amount of time and energy. Many business owners are so invested in the
Freestone News
Future Leaders Scholarship’s 2019 Recipients Announced
We are proud to announce the recipients of our 2nd annual Freestone Future Leaders scholarship! The scholarship recipients include graduating
Freestone News
Freestone Advisors recognized by Barron’s as Top 1200 Financial Advisors
Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron’s. Barron’s recently
Freestone News
Freestone Advisors recognized as Five Star Wealth Manager award winners
Freestone would like to congratulate the following Advisors for their recognition as 2019 Five Star Wealth Manager award winners! We
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When Are Roth Conversions Appropriate?
While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA. -
Distributing Company Stock from a 401(k) & the impact of Net Unrealized Appreciation
In this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan. -
Protecting Your Business from the Unexpected
Many business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled? -
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?” While there is no ‘one size fits all’ answer to this, understanding the basics can help you make an informed decision.
View our Webinars
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A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
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Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
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Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
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Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
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Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
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