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353 Understanding Required Minimum Distributions – RMD

In this podcast episode Jason explores the Required Minimum Distributions including: What is the RMDWhat is the RBDWhat is the penalty for missing the RMDWhat types of accounts [...]

By Jason Parker|2021-07-11T18:34:10-07:00July 11, 2021|

352 The Ultimate Podcast On Health Savings Accounts – HSA

In this podcast episode Jason explores why the Health Savings Account is one of the best retirement planning accounts. In summary an HSA is one of the best [...]

By Jason Parker|2022-01-05T15:29:48-08:00June 25, 2021|

351 New LTC Payroll Tax In Washington State

In this podcast episode we discuss the new LTC payroll tax in Washington and how you can opt of the tax if you own qualifying coverage.

By Jason Parker|2021-06-11T15:52:11-07:00June 11, 2021|

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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.