Tukwila Office
Office: 206-241-5033
tukwila@atstax.comMaple Valley Office
Office: 425-432-5450
jonv@atstax.comFederal Way Office
Office: 253-941-4609
fedway@atstax.comIncome Tax Services
Helpful Content
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators 
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.



