Northwest Retirement Services, Inc. was incorporated in 1994 as a firm specializing in tax and retirement planning. The two principal owners of the firm have over 40 years of combined experience in tax and financial services. We specifically designed the corporation to provide extensive services to our clients, to help them potentially achieve their financial goals. As a result, Northwest Retirement Services, Inc. has become one of the largest companies of its kind in the Pacific Northwest.

We offer access to a full range of 403(b) Plans, 401(k), Pension, Profit Sharing Plans, IRA, Roth IRA, Simple IRA and 401(k) Sepps, Pension Plans and P.E.R.S.*

We also offer access to Mutual Funds, Tax Managed Mutual Funds, Variable Annuities, Fixed Annuities, Stocks, Bonds, Money Market Instruments* and Life Insurance Products.

Northwest Retirement Services, Inc., does not represent any one particular financial intermediary, thus can bring to its clients some of the most competitive products available. We have on staff CPA's, Financial Advisors, and Retirement Plan specialists to provide you with some of the best service available in the industry.

* Securities and advisory services offered through Royal Alliance Associates Inc. member FINRA/SIPC and a registered investment advisor. Northwest Retirement Services Inc is not a registered broker dealer or investment advisor.

 

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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