Windward Private Wealth Management

Windward Private Wealth Management

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Windward Passages

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Considerations for Your Taxable Non-Qualified Account(s)

Posted on: November 15, 2024

reading credit report

Non-qualified portfolio income can be a significant part of your tax situation. Types of investment income such as interest income, dividend income, and capital gains all factor into your Adjusted Gross Income (AGI) and Modified Adjusted Gross Income (MAGI) on your tax return, making it essential to … [Read more...]

Filed Under: Income Tax Planning, Newsletter, Recent Posts

Considerations for Employer-Provided Benefits

Posted on: November 1, 2024

Your employer-sponsored benefits play a vital role in your overall financial strategy. It's important to periodically evaluate how these benefits contribute to your long-term financial goals. Perhaps you… Want to make sure your employer-provided retirement plan is optimized for your risk … [Read more...]

Filed Under: Building Wealth, Getting Started, Newsletter, Recent Posts

Video: Trust Administration

Posted on: September 11, 2024

Trust Webinar

Access our Latest Webinar: Simplifying the Administration of Trusts with Private Wealth Management We recently held a comprehensive webinar about navigating the complexities of trust administration, recorded on September 5th, 2024. This session was designed to provide valuable insights for trustees … [Read more...]

Filed Under: Estate Planning, Newsletter, Recent Posts

Identity Theft

Posted on: August 30, 2024

Dealing with Identity Theft

How to Protect Yourself from Fraud and Identity Theft With the increasing frequency of data breaches in recent years, the risk to your personal data and becoming a victim of identity theft continues to rise. One of the easiest and most effective steps you can take to protect against identity theft … [Read more...]

Filed Under: Newsletter, Recent Posts, Risk Management & Insurance Planning

Inherited IRA

Posted on: August 16, 2024

Inherited IRA

The rules governing inherited IRAs have changed significantly in the last five years, adding complexity to the planning process and creating uncertainty regarding how some of the new rules should be applied. Thankfully, with the recent release of final regulations, the IRS has put to rest much of … [Read more...]

Filed Under: Income Tax Planning, Recent Posts, Retirement Savings & Income Planning

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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

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Windward Private Wealth Management Inc
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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.
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