Multop Financial

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Financial Planners, Accountants-Certified Public, Annuities & Retirement Insurance Plans

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Tomorrow: 9:00 am - 5:00 pm

48 Years

in Business

(360) 671-7891Visit WebsiteMap & Directions2210 Rimland Dr Ste 101Bellingham, WA 98226 Write a Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Bellingham with Financial Planners

Ferndale (13 miles)

More Info

General Info: At Multop Financial, we take your financial planning process very seriously. Our firm is comprised of Tax Specialists, CPA's and Financial Advisors working together to craft powerful solutions for each client. We respond to your unique financial concerns, addressing them with customized financial and tax planning techniques and solutions. We have the knowledge and skills necessary to objectively assess your financial status, identify problem areas and recommend appropriate actions.
Email: Email Business
Payment method: master card, visa
Neighborhood: Mount Baker
Other Link: http://www.multop.com
Categories: Financial Planners, Accountants-Certified Public, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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11/10/2008

Overall

Great Service

Multop Financial has been a great company to work with. I really appreciate all the work they do for us and am very happy with the expert advice we receive.

Details

Phone: (360) 671-7891

Address: 2210 Rimland Dr Ste 101, Bellingham, WA 98226

Website: http://www.multop.com

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Multop Financial

Tax Planning
Tax planning can transform your finances. Think about it—taxes follow you wherever you go. You can find them while browsing in the grocery store, buried in your portfolio, coming out of your paycheck, or even just living in your house. Taxes impact nearly every aspect of your life and being conscious of that presence in […]
Charitable Giving
Blend charitable giving goals and tax-efficient donation strategies. This could be with a donor-advised fund (DAF), which enables you to remove highly appreciated assets from your portfolio without paying capital gains and potentially deducting the contribution. Another strategy is a qualified charitable distribution (QCD), which allows donations directly from a Traditional IRA to a qualified charity. Many people use QCDs as a way to lower their taxable income by donating all or a portion of their RMD. There are several considerations with QCDs like you must be 70 1/2 and you can only do this transaction from a Traditional IRA (including SEP & SIMPLE IRAs), not a 401(k) or 403(b). It is also best suited for taxpayers who are no longer itemizing to gain the biggest tax benefit.
Estate Taxes
IRS Representation
Tax Services
Multop Financial is not an affiliate of LPL Financial, and offers tax services separate from and apart from LPL Financial. LPL does not provide accounting or tax related services. Accounting and tax services may be offered solely by Multop Financial or its individual agents through independent businesses. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Montana, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin, and Wyoming.
Roth IRA
Asset location is all about making investment portfolios tax-efficient. It’s the process of determining the tax-efficiency of each security (stocks, bonds, ETFs, etc.) and which account (brokerage account, Roth IRA, Traditional IRA, 401(k)) would be best to hold each investment. Certain investments work better in a tax-advantaged retirement account, whereas others function better in a brokerage account. This strategy is about minimizing potential taxable income generated by the investments in a given year.
Income Tax
Financial Advisors, Accountants, Income Tax Specialists. Multop Financial – helping you navigate your journey towards a sound financial future. Read more
Tax Return Preparation
Financial advisors engage in a wide variety of financial areas, including tax return preparation and tax planning for their clients. Many, but not all, financial advisors specialize in tax issues and provide comprehensive tax advice to their clients, including tax problem resolution, tax planning, and return preparation as well as preparing estate, gift, and trust tax […]

Investment Management
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor [team], dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers...
Mutual Funds
Avoid unnecessary capital gains. An example in your investment plan would be to steer clear of actively managed mutual funds in a taxable brokerage account. Why? The high turnover causes undue capital gain distributions, therefore increasing your tax liability.
Bonds
Wealth Management
We believe tax strategies should be an integral part of your overall wealth management strategy. Effective strategies can help reduce your tax burden, optimize your income and allow you to efficiently transfer wealth to loved ones and charities. We view decisions through a tax-efficient lens.

Accounting Services
Specifically working with clients doing their bookkeeping and payroll. Lorrie has been a bookkeeper for 25+ years and has worked for many different types of entities such as Construction, Real Estate, Yacht Charters, and an Attorney just to name a few. She has gained the confidence of the hundreds of clients she has served over the years and will continue to do the same working for
Bookkeeping Services

Financial Planning
Our friendly help team can be reached Monday through Friday from 9am to 5pm (Pacific Time) for all your financial planning needs. Please use 888-671-7891 or 360-671-7891 to contact us via phone, or use the contact form below.
Retirement Planning
At Multop Financial, we believe that retirement planning was “once a luxury for a few, now a necessity for all.” Naturally, this means that you need to understand that you have to keep in mind that saving money should be one of your top priorities – which is something many people don’t really want to […]
Long Term Care
On May 13th, 2019, Governor Jay Inslee signed the law that would make Washington the first state in the U.S. to establish a program to help offset the costs of long-term care (LTC). The program provides Washingtonians with a lifetime benefit of up to $36,500 to pay for the long-term care costs of individuals who […]
Asset Management
Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

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