Shreds & Meds Day – April 26th

The next Shreds & Meds event will be on Saturday, April 26, 2025, in 2 locations – see below! Leonard Rickey Investment Advisors is helping to Sponsor the Yakima Shreds and Meds Day. We invite you to participate and safely dispose of statements, old tax returns (Older than 7 years), and other sensitive information. You…

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2024 IRA & HSA Contribution Deadline

You still have time to contribute to your Traditional IRA, Roth IRA, SEP IRA, and HSA accounts for 2024. Contributions are due by the earlier of April 15, 2025, or the filing date of your tax return. For 2024, you can contribute up to $7,000 to your Traditional or Roth IRA and an additional $1,000…

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Welcome, Ellie!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce Ellie Buntin! Ellie graduated from Indiana University Indianapolis with a degree in accounting and finance. She spent the last year in public accounting and received her CPA license.   1. What would your perfect weekend look like? My perfect weekend would be…

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Welcome, Cullen!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce Cullen Luckett! Cullen started working at Leonard Rickey Investment Advisors in December 2024. He graduated from the University of Nevada Reno in 2018 with a bachelor’s degree in business administration with a major in Finance. He spent the last 4.5 years in…

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Welcome, Quentin Rickey!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Quentin Rickey! Quentin started working at Leonard Rickey Investment Advisors in December 2024. He graduated from Gonzaga University in 2022 with a bachelor’s degree in business administration in Accounting and Finance and in 2023 with a…

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Summary of 2025 Key Financial Changes

Social Security recipients are getting a 2.5% increase in their 2025 benefits. The Medicare Part B premium is increasing from $174.70 to $185.00 per month. The annual exclusion for gifts increases to $19,000 from $18,000 per year per individual. The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $23,500 for…

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Schwab 1099 Release Dates for 2024

taxes

Schwab uses a phased approach to get tax forms out quickly and minimize corrections. All original tax forms will be available between January 31, 2025, and February 28, 2025. 1099 Composites for Brokerage accounts will be available on the following dates depending on the holding in your account: January 31st February 14th February 28th 1099-R…

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2024 Year-End Tax Planning

The window for many tax-saving opportunities closes on December 31st. It’s important to evaluate your tax situation while there’s still time to affect your bottom line for the 2024 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Charitable Contributions There are a couple of ways to…

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2024 Turkey Trot

Leonard Rickey Investment Advisors is proud to be a sponsor of the 2024 Turkey Trot 5k Fun Run to support the Yakima Greenway and Camp Prime Time! You can find out more information and register for the event here!

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