Demland Wealth LLC

04/13/2026

If you are over 70 (or know someone who is), have an IRA, and you give to your church and other charities every year please make sure you know all about Qualified Charitable Distributions.

Tax-Efficient Withdrawal Sequencing: Which Retirement Accounts to Tap First (and How QCDs Help You Give More to the Kingdom) April 11, 2026 Jason Demland Many faithful Christians, like you, have stewarded their money and been cared for well by the Lord’s merciful hand. Yet when it’s time to reti...

01/27/2026

Some good insights from billionaire David Booth:

Thinking about getting a financial advisor? A good one will welcome your questions. So here are some to get you started.

11/10/2025

A very happy announcement!

09/15/2025

Demland Wealth is thrilled to announce that its founder and lead financial planner, Jason Demland, CFP®, CKA®, has earned the Enrolled Agent (EA) designation from the Internal Revenue Service (IRS). This significant achievement highlights Jason’s dedication to providing specialized tax-efficient financial planning services to his clients, particularly those seeking faith-based retirement strategies.

As an Enrolled Agent, Jason is now enrolled to represent taxpayers before the IRS, enhancing his ability to offer comprehensive tax planning and wealth management solutions. This designation, earned through rigorous testing and extensive training, complements his existing credentials as a Certified Financial Planner™ (CFP®) and Certified Kingdom Advisor (CKA®). With this expertise, Jason is well-positioned to help Christian clients navigate complex tax scenarios while aligning their financial goals with their faith-driven values.

07/10/2025

The One Big Beautiful Bill has some interesting implications for 529s.

They might be an even better option for gifting to your kids and grandkids now, especially if they're homeschoolers.

Using 529s To Lower Taxes and Bless Your Family July 10, 2025 Jason Demland The ONE BIG BEAUTIFUL BILL is done. Yes, it’s really called that, so my repeating it doesn’t necessarily mean I think that it is beautiful, though it is undoubtedly big. There’s a lot going on in the bill and I’m st...

06/13/2025

https://mailchi.mp/demlandwealth/fridaythe13th?e=7806f66201

04/22/2025

Defusing the Retirement Tax Time Bomb: Why Roth IRAs Are Your Secret Weapon April 22, 2025 Jason Demland Retirement planning isn’t just about saving as much as you can. It’s about keeping as much of it as possible for you, your family, and places you care about and giving as little as possible t...

03/18/2025

Will your retirement plan survive a volatile market?

Weathering the Storm: A Retiree’s Guide to Surviving Market Dips March 10, 2025 Jason Demland When the market drops (or seems to bounce all over the place depending on the newest headline) it can get uncomfortable. For those of us still saving, the drops are a great opportunity to invest more. But...

04/05/2024

Do you think that work/life balance is something worth pursuing?

Work. Rest. Repeat. April 5, 2024 Jason Demland You’ve no doubt heard about the importance of “work/life balance”. Helping folks steward their money wisely has forced me to think about it often. It seems like a noble statement. “I want to have a great work/life balance.” Awesome. Don’t ...

01/29/2024

It's tax document season! Download my free tax-document checklist here and make sure you don't miss any important documents this year.

2024 Tax Document Guide January 29, 2024 Jason Demland What-Documents-Do-I-Need-To-Collect-For-Filing-My-2023-Tax-Return-2024-1Download Post Views: 6 Next post Render Unto Caesar and Give

12/20/2023