IRA Distribution Planning

IRA distribution regulations are complex—and growing more so every year. Without professional guidance, it’s easy to make a mistake, like missing your first minimum distribution or not paying attention to who should inherit your IRA.

Common IRA errors can have adverse tax consequences. If you’d rather avoid that scenario, we can help. Let us assist with IRA Distribution Planning: designating your beneficiary, withdrawing your money in the most efficient way and developing strategies to reduce your tax impact.*

Dick Harsin is not only a Certified Financial Planner, but he’s also a CPA. And, as a member of the exclusive Ed Slott’s Master Elite Advisor Group, he has access to more information, resources and knowledge than most financial advisors. Twice yearly, Dick meets with Ed Slott (nationally-recognized IRA distribution expert) and other Elites to review changes in IRA rules and the latest IRA distribution strategies.

What does this mean to you? That even in this complex, ever-changing regulation environment, Dick Harsin, CPA. remains focused on taking our clients from “forever taxed” to “never taxed.” And we have the know-how to make it happen.

Retirement Planning

Successful retirement planning starts with setting goals. What do you dream of doing? Sailing around the world? Owning a home in the San Juan Islands? Helping your kids start a business? Or simply making sure your family is well taken care of—and you have peace of mind?

No matter what a happy retirement looks like to you, we can help make it happen. We’ll identify the income and actions needed at each step, from today to retirement day, and through our vigilant investment management, financial forecasting, income and tax strategies and a solid plan, you can achieve your retirement goals.

It’s easy to get started.

Divorce Financial Planning

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Same-sex Divorce Financial Planning

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Social Security Strategies

Social Security isn’t what it used to be. It’s much more complex, which means that going into retirement without a Social Security strategy can have major consequences for individuals and married couples. In fact, by making the wrong choice about when to take their benefits, retirees can leave thousands of dollars on the table.

Let us help you avoid errors and plan for the best outcome for your situation. We’ll assess whether it makes sense to delay benefits until you reach full retirement age, and how it might affect you if you start receiving benefits earlier.

Taking into account such factors as age and income for you and your spouse, as well as life expectancy and overall health, we can help you get your full benefit and survivor benefit, as well.

At Harsin Tax Services we specialize in Social Security strategies that maximize retirement income and can make life much easier.

Give us a call at 425-774-9477 to learn more and get started.

Estate Planning

Thinking about passing your estate to your loved ones can be daunting. But planning ahead provides huge benefits—not the least of which is peace of mind. Let us help you review your assets, consider your options and develop a plan that will ensure that what you want is what actually happens.

Our estate planning experts combine sound advice and smart tax strategies, and work collaboratively with you every step of the way. Let us show you how our big-picture approach and personal attention can benefit you and your loved ones, now and into the future.

Wealth Management Services

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Special Needs

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