Wealth Advisor, CPA, CFP®
Phuc was born in Thailand but has lived in Seattle since 1980. He is a CERTIFIED FINANCIAL PLANNER™ in addition to being a Certified Public Accountant in the state of Washington. Phuc graduated with honors from the University of Washington with a degree in business administration, and has over 20 years of experience in the banking, accounting, and financial services industry. He continually draws on these different disciplines to help his clients achieve their financial goals. He lives in Seattle with his partner and enjoys shooting pool, playing board games with friends, and spending time with his 19 nephews and nieces.
How to Circumvent the Demise of the Stretch: Strategies to Provide for Beneficiaries Beyond the 10-year Rule
With the new SECURE Act legislation, the stretch has been eliminated for IRAs. Are there other options for my beneficiary to receive the income over a period longer than 10 years?
Curious about what’s contained in the new almost 900-page CARES Act legislation? Here’s a snapshot of some sections that will have the biggest impact for individual taxpayers.
Should the SECURE Act change the way you save for retirement? Maybe! Here are the changes most likely to impact you.