Kyarsip Financial Advisors

Kyarsip Financial Advisors LLC

1700 7th Avenue Suite 2100 Seattle, WA 98101

Phone:

SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
If You Don’t Have a Will Yet, Why Not?

Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.