Posts by Chelsie Smith
UPDATE: Washington State Long Term Care Payroll Tax
A new payroll tax set to begin in 2022 to help fund Long Term Care for Washington residents was delayed 18 months. The WA Cares Fund is intended to provide some Long-Term Care benefits to residents and is funded by a .58% payroll tax. It is now set to begin in July 2023. Exemptions Workers…
Read MoreIntroducing our Kirkland Office!
We are excited to announce that we have joined the Kirkland, WA community! Our new office is located at 826 6th St. S, Suite 100, Kirkland, WA 98033 (by Google). Our Seattle office at Boeing field is closed. An advisor will be in our Kirkland office every week to meet with clients. We are also accepting…
Read MoreCharles Schwab and TD Ameritrade Update
As you may already know, Charles Schwab purchased TD Ameritrade in 2019. If your accounts are with TD Ameritrade, they will transition to Charles Schwab over Labor Day Weekend 2023. On or about Tuesday September 5, 2023, Charles Schwab will become the custodian of your accounts. Leonard Rickey Investment Advisors’ role will stay the same.…
Read MoreWelcome, Glenn!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest team member, Glenn McKee! Glenn started working at Leonard Rickey Investment Advisors in April. You will find him at our Yakima office working alongside Matt in investment analysis and trading. Glenn recently graduated from Central Washington University with a…
Read MoreForm 5498
If you made a contribution to an individual retirement account (IRA) in 2022, you will receive a Form 5498 in May 2023. By this time, you have likely already filed your taxes and reported any IRA contributions. You should keep the Form 5498 with your tax records. It is a copy of the form from…
Read MoreYakima Shreds & Meds Day – April 22nd
Mark your calendars! The next Shreds & Meds event will be held on Saturday, April 22, 2023 at the Valley Mall next to the old Bank of America Building from 9 a.m. – 1 p.m. You can safely dispose of your unused or unwanted medications and safely destroy your unwanted personal documents. Maximum two banker boxes or three grocery bags…
Read MoreWelcome, Vicky Aguilar!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Vicky! Vicky started working at Leonard Rickey Investment Advisors in February 2023. You will find Vicky at our Richland office! We asked Vicky to tell us a little bit about herself below: What is the…
Read MoreWe Can’t Help Falling in Love, Can You?
Hope you loved seeing a glimpse of our furry companions! Find out if you were able to correctly guess who we belonged with. Gunnar Harrison: Our dog Zoey in our roof top tent during a camping trip this past summer. Our overweight cat, Luna, joining in our workout. All three of our fur babies decided…
Read MoreReminder as you Prepare your 2022 Taxes
As you or your tax preparer start to work on your 2022 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The most recent wave of 1099s was released on February 10th and the final wave will be released on February 24th. There may…
Read More2022 1099 Release Information
TD Ameritrade is releasing 1099s in waves: The first wave will be released on January 20, 2023 The second wave will be released on February 3, 2023 The third wave will be released on February 10, 2023 The fourth wave will be released on February 24, 2023 You can find your tax documents on your…
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