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Quarterly Performance Reports: A Clear Look at Your Investment Journey 

Quarterly Performance Reports: A Clear Look at Your Investment Journey  As we close out the first quarter and prepare to share your Q1 performance, we at Alaska Wealth Advisors understand the importance of keeping your financial goals at the forefront of everything we do. Quarterly Performance Reports (QPR) are one way that we communicate how […]

Understanding Retirement Account Contribution Limits in 2024

Planning for retirement involves making strategic decisions about how to save and invest your money. Contributing to retirement accounts is a key aspect of this planning, but it’s important to be aware of the contribution limits set by the IRS for various types of accounts. In 2024, these limits remain critical factors for those seeking […]

Optimizing Employer Sponsored “After-Tax Contributions”

Not every employer sponsored 401(k) plan is created equal. Many larger employers plans allow “After-Tax Contributions”, inside their 401(k) plan. These “After-Tax Contributions” often are for contributions made by an employee above the employee contribution limit, but some plans allow you to contribute to them over time. Employees with plans allowing these types of contributions […]

5 Considerations for Bridging an Early Retirement

Many individuals face the decision about whether to retire early – either by choice, stemming from a desire to enjoy more years of leisure, or due to unanticipated changes in employment or other life circumstances. Whatever the situation may be, there are several important factors to consider throughout the decision-making process. Our top 5 list […]

More Gifts From the SECURE Act 2.0

2024 has brought some new positive changes from the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 which was passed in 2022. SECURE 2.0 has raised the Required Minimum Distribution (RMD) age and we are excited about the flexibility that brings. In 2024 the age is 73 and by 2033 it will be […]

Improve Your Tax Filing

It is that time of year again when 1099s and W-2s start flowing in. This year’s filing deadline is April 15 (unless you delay). The past couple of years had deadlines that did not fall on the 15th, but this year does. Here are several simple recommendations that may improve your filing and future tax […]

Don’t Miss Potential Property Tax Savings

Each year around the first of the year, our mailboxes receive a nice little green sheet of paper stating the assessed value of our homes. Our initial excitement to watch our home value grow is quickly sobered with the realization that with growth in value comes growth in property taxes. Before writing that check you […]

Navigating the Investment Headline Jungle: Differentiating Signal from Noise

Finance is notoriously fast-paced and staying informed is crucial, but not all news is created equal. In an era of information overload, it’s essential for investors to distinguish between valuable insights and mere clickbait. Let’s explore strategies to help digest headline news about investments effectively and identify when an article is worth a deeper dive. […]

Another Kind of Freeze/Thaw: How and When to Freeze Your Credit

Freezing your credit is an easy way to proactively protect yourself against identity theft, or to prevent further misuse of your personal information if you suspect that it’s been compromised. What is a credit freeze? Freezing your credit reduces access to your credit report and prevents new account openings, which is especially important if you […]

Setting Resolutions for (Financial) Success

The start of a new year feels refreshing, invigorating, and often times optimistic. It is a chance to begin again. We have a culture of creating “New Year’s Resolutions,” yet many of us find failure shortly into our attempts. Studies show that by February, 80% of New Year’s Resolutions have been abandoned.1 Don’t be disheartened! […]

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