Windward Private Wealth Management

Windward Private Wealth Management

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Reviewing Your Tax Returns

Posted on: March 10, 2023

The hardest thing in the world to understand is the income tax. — Albert Einstein   What To Know About Reviewing Your Tax Returns Reviewing your tax returns can be daunting and difficult. Tracking your exposure to various taxes (e.g. ordinary income tax, capital gains tax, the alternative … [Read more...]

Filed Under: Newsletter, Recent Posts

RMD Changes, SECURE Act 2.0, & Chiefs Parade

Posted on: February 17, 2023

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in … [Read more...]

Filed Under: Newsletter

SECURE Act 2.0 Updates

Posted on: February 17, 2023

reading credit report

SECURE Act 2.0 implements several changes that affect many different areas of financial planning. This checklist highlights important changes that may affect you, including RMD changes, employer contributions updates, new 529-to-Roth transfer, and more: What Important Issues Should You Consider … [Read more...]

Filed Under: Current Events, Recent Posts, Retirement Savings & Income Planning

Five Ways SECURE 2.0 Changes the RMD Rules

Posted on: February 17, 2023

The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes to the rules that apply to … [Read more...]

Filed Under: Financially Independent, Recent Posts, Retirement Savings & Income Planning

Accounts to Save More

Posted on: February 10, 2023

If you have a surplus of cash on hand that you want to save for the future, which account type should you consider? This checklist provides a structured outline to guide you regarding available and appropriate savings strategies: What Accounts Should I Consider If I Want to Save More? This … [Read more...]

Filed Under: Building Wealth, Getting Started, Recent Posts, Retirement Savings & Income Planning

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Recent Posts

  • Reviewing Your Tax Returns
  • RMD Changes, SECURE Act 2.0, & Chiefs Parade
  • SECURE Act 2.0 Updates
  • Five Ways SECURE 2.0 Changes the RMD Rules
  • Accounts to Save More

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
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851 NW 45th St., Suite 106 Kansas City, MO 64116
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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.
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Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116