Posts by Northwest Financial & Tax Solutions

The SECURE Act Retirement Changes

The Secure Act: Let’s take a moment and update everyone on the SECURE Act and the recent changes to our retirement system it introduced. On December 20, 2019, President Trump signed a spending package into law, part of which included the SECURE Act (Setting Every Community Up for Retirement Enhancement). This is one of the…

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The Hidden Gem of Retirement Savings Accounts

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). Northwest Financial & Tax…

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Statement from Jason T. Lambert Regarding Cottonwood Residential, Inc.

Cottonwood Residential, Inc. (CRI) recently sent a letter and Information Statement to common stockholders. On August 1, 2018, the Company executed an agreement to sell approximately $440 million in assets (12 properties) as the first step in recapitalizing the Company in order to repay and redeem the various interests held by FrontRange Capital Partners and Equity Resource Investments, including…

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