Giving That’s Tax-Savvy: How Qualified Charitable Distributions (QCDs) Work

Learn how qualified charitable distributions can lower taxes, satisfy RMDs, and maximize your giving with clear, practical tips.

Retirement PlanningParkshore Wealth ManagementSeptember 1, 2025Logan, Utah, Utah Retirement, Investment Strategies, Tax Planning, Social Security, Healthcare, Medicare, Long-Term Care, Retirement Income

Retirement Planning in Logan, Utah: What Residents Should Know

Planning for retirement in Logan, Utah? Learn what to consider—from taxes to healthcare—to create a plan that supports your goals and lifestyle.

Retirement PlanningParkshore Wealth ManagementAugust 15, 2025Logan, Utah, Utah Retirement, Investment Strategies, Tax Planning, Social Security, Healthcare, Medicare, Long-Term Care, Retirement Income

Smart Account Withdrawals in Retirement: Keeping More of What You’ve Saved

Learn tax-efficient withdrawal strategies to maximize your retirement income, reduce taxes, and make the most of your savings. Tips for both retirees and pre-retirees are included.

Retirement PlanningParkshore Wealth ManagementNovember 15, 2024Tax Efficient Strategies, Distributions, RMDs, Roth Conversions, 401k, IRA, Brokerage, Retirement Income, Fiduciary

Understanding Annuities: The Hidden Risks and Alternatives

Annuity income for life sounds attractive. But pay attention to the contract’s fine print. Here’s why.

Financial PlanningParkshore Wealth ManagementJuly 31, 2023Annuity, Annuities, Income, Insurance, Contract, Retirement Income, Portfolio, Diversification, Fiduciary, Commissions

Will Social Security Be Around When I Retire?

The Social Security trust fund is expected to be underwater by 2034. Here’s what you can do.

Retirement PlanningParkshore Wealth ManagementDecember 1, 2021Social Security, Social Security Trust Fund, Retirement Income