In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine.
-Benjamin Graham
What Issues Should You Consider When Reviewing your RMD?
The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the risk of throwing a wrench in your financial plans. It doesn’t have to be that way.
This checklist covers important factors you need to know when reviewing your RMDs:
What Issues Should I Consider When Reviewing My RMD?
Federal Tax Filing Season Has Started
The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. Check out these important deadlines and tips for making filing easier.
The Northland Windward Office is Moving!
Our new office is being renovated and will open between 2/15-3/1/2023. Effective March 1st, our new Northland address will be:
851 NW 45th St., Suite 106
Kansas City, MO 64116
Photo of the Week
A few of the Windward team members celebrating a win against spouses/significant others at Game Show Battle Room last Saturday in Overland Park, KS.
This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.