FORMS AND LINKS...
Birdseye Financial
Upload your documents to our team for review. These include forms and statements. |
Secure Investment Management
Upload your Quarterly Investment Statements and other investment only documents to our RIA |
Online Meetings
We have made it easy to reach us for an online Meeting when we are connecting Online. |
CONTACT US...
Office Location
Birdseye Financial 1402 7th Street, Suite #B Marysville, WA 98271 Email
[email protected] Office
360-722-7889 Fax 425-412-6865 |
Our Brochure
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TAXES IN RETIREMENT EDUCATION
Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy?
Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
MEDICARE INFORMATION
Are you looking for a doctor, clinic or what insurance they accept? Just click the "FIND A DOCTOR" link and we have many to choose from that we have provided links for. MORE INFO |
Professional Referrals
These referrals are for your benefit. I have either worked with them, or have had clients use these companies with satisfying results. There is no compensation to our company for these referrals. We simply offer these to you as a direction that my be helpful to you in the pursuit of TAX or LEGAL advise that we do not offer.
These referrals are for your benefit. I have either worked with them, or have had clients use these companies with satisfying results. There is no compensation to our company for these referrals. We simply offer these to you as a direction that my be helpful to you in the pursuit of TAX or LEGAL advise that we do not offer.
Helpful Resources...
All links are provided as a courtesy. We do not endorse or regulate the information that is contained at these websites. Please use at your own discretion. If you find any bad links please let us know by EMAIL.
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MEDICARE ENROLLMENT INFORMATION
Apply & CompleteAfter signing in to your my Social Security account, applying for Retirement/Medicare may take between 10 to 30 minutes to complete depending on your situation. You can save your application as you go, so you can take a break at any time.
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Social Security Office Information
LOCAL OFFICE 3809 BROADWAY EVERETT, WA 98201 Office:866-563-4595 Fax:833-950-2616 |
Financial Calculators
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The list below is provided as a courtesy for your ability to contact them. Some companies we choose not to work with while others we fully support. This list is often changing as the market place grows. If you find any bad links, please let us know by email.
LIFE INSURANCE
Annuity