Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Windward Passages

Home » Resources » Windward Passages

529 Plan Distribution Rules

Posted on: May 29, 2025

Investing in a 529 plan is a smart way to save for college expenses, offering tax advantages that help make funding education more affordable. However, there are many rules specific to 529 plan distributions that investors often overlook that can eliminate the tax advantages of the plan if not … [Read more...]

Filed Under: Recent Posts

Updating an Estate Plan

Posted on: May 15, 2025

Update Estate

Reviewing your estate plan can be a daunting task, and it is easy to keep putting it off as something to be done in the future. However, it is extremely important that your estate plan is current, and now is the time to ensure your assets will be passed on to your beneficiaries at your … [Read more...]

Filed Under: Estate Planning, Recent Posts

Dormant 401(k)

Posted on: April 18, 2025

What We Do

When you leave a job, either to retire or to take a new job, and had participated in your company’s  401(k) retirement plan, you have multiple options available to you in regards to your 401(k) account. You could transfer your account into a new employer’s 401(k) plan, you could roll your account … [Read more...]

Filed Under: Recent Posts, Retirement Savings & Income Planning

Reviewing Tax Returns While Retired

Posted on: April 4, 2025

Tax Return

Reviewing tax returns can be a daunting task given the complexities of federal and state tax law and frequently changing rules. Monitoring your exposure to various taxes (e.g., ordinary income tax, capital gains tax, alternative minimum tax, net investment income tax, etc.), along with understanding … [Read more...]

Filed Under: Income Tax Planning, Recent Posts

Reviewing Tax Returns While Working

Posted on: March 28, 2025

Tax Returns

Reviewing tax returns can be a daunting task given the complexities of federal and state tax law and frequently changing rules. Monitoring your exposure to various taxes (e.g., ordinary income tax, capital gains tax, alternative minimum tax, net investment income tax, etc.), along with understanding … [Read more...]

Filed Under: Income Tax Planning, Recent Posts

  • 1
  • 2
  • 3
  • …
  • 43
  • »

Subscribe

Windward Passages

Sign up here to get weekly financial insights delivered to your inbox

  • This field is for validation purposes and should be left unchanged.

Recent Posts

  • 529 Plan Distribution Rules May 29, 2025
  • Updating an Estate Plan May 15, 2025
  • Dormant 401(k) April 18, 2025
  • Reviewing Tax Returns While Retired April 4, 2025
  • Reviewing Tax Returns While Working March 28, 2025
  • Qualified Charitable Distributions March 14, 2025
  • Cash Flow Considerations February 28, 2025
  • Tax Document Collection Checklist February 14, 2025
  • RMD Considerations January 31, 2025
  • Year-End Considerations November 27, 2024

Archives

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
Copyright © 2025 - All rights reserved | Privacy Policy | Terms of Use | Form ADV & Client Relationship Summary
Site by Thrive Internet Marketing Agency