The Retirement Solution Inc.

03/08/2026

Retirement should feel like a new beginning, not a financial puzzle.

Learn why Shane Perry is passionate about helping people navigate the financial landscape in their retirement years.

Take the next step toward a brighter financial future and book your appointment today!

https://bit.ly/4mr1zFq

This is "Shane's Why Story" by The Retirement Solution on Vimeo, the home for high quality videos and the people who love them.

03/05/2026

The Dow fell 300 points on Tuesday, after being down by as much as 1,200 points, as investors fear a lengthy conflict between the U.S. and Iran. Is this a sign of things to come?

Jake Richards, Financial Planner at The Retirement Solution, joined Erin Mayovsky on FOX 13 Seattle to discuss the wild swings on Wall Street and whether we could see higher prices at the pump.

Click the link below to schedule an appointment with Jake or another Financial Planner at The Retirement Solution today!

https://bit.ly/4mr1zFq

02/23/2026

Missing your RMD could trigger substantial penalties 💡

Required Minimum Distributions begin at 73 and must be calculated
correctly each year. Our guide explains what accounts are affected, how
RMDs are calculated, and strategies that may help minimize your tax
burden.

Navigate RMD rules 👇

RMDs are mandatory withdrawals from tax-deferred retirement accounts starting at age 73, essential for retirement planning.

02/09/2026

Understanding IRA differences matters for your future 💡

Traditional IRAs lower your taxable income today, but you'll pay taxes in
retirement. Roth IRAs mean no tax break now, but qualified withdrawals
are completely tax-free. Each offers unique advantages depending on
your situation.

Explore both IRA types in our article below.

Choosing between Traditional and Roth IRAs depends on your tax situation and retirement goals. Traditional IRAs offer tax-deductible contributions and tax-deferred growth, but require minimum distributions. Roth IRAs provide tax-free withdrawals and growth with no required distributions.

02/03/2026

Did you add any financial goals to your New Year's resolutions? 💵

Jake Richards, Financial Planner with The Retirement Solution, stopped by KOMO News ARC Seattle to share tips with Tyrah Majors and Steve McCarron KOMO for making your financial goals more specific and attainable in 2026.

01/27/2026

Celebrating progress is one of the most rewarding parts of our work. Hearing that clients not only appreciate strong portfolio performance but also enjoy the learning experience means everything to us. Click the link below to explore more stories like this.

https://bit.ly/47fQO3l

01/19/2026

Creating a supportive planning experience is at the heart of what we do, and we’re truly grateful for the trust our clients place in us. Click the link below to hear more from others who have experienced our team’s timely, friendly, and professional support.

https://bit.ly/47fQO3l

01/01/2026

From all of us at The Retirement Solution, we want to wish you a Happy New Year!

As we step into 2026 and set our new year's resolutions, let’s work together in building a bright financial future for you in this new year.

Here’s to new beginnings and a prosperous year ahead! 🎆 🎉

12/23/2025

Why start thinking about taxes at Christmas? 🎄
The IRS deadline is December 31st — not April 15th — for many tax strategies. Our Lead Financial Planner Matt Perrone breaks it down with Tyrah Majors and Steve McCarron KOMO on KOMO News ARC Seattle, covering what you can still do.
Watch the interview 👇

12/22/2025

During this time of year, we all gather to spend time with our family and friends. From all of us at The Retirement Solution, we want to wish you a joyful and peaceful holiday season!