Cascade Wealth Advisors

Cascade Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

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What if a decision today could change how your retirement income is taxed later?A Roth conversion can create flexibility...
06/02/2026

What if a decision today could change how your retirement income is taxed later?

A Roth conversion can create flexibility—but it’s not right for everyone.

It may make sense if you expect higher taxes down the road or want more balance in how your income is taxed. But it can work against you if it pushes you into a higher bracket today or requires using retirement assets to cover the tax bill.

And once it’s done, it can’t be undone.

The real question: Does it fit your situation right now?

That’s where a conversation with Gary and the team can make a difference.
https://bit.ly/4ufmEWe

Money Mindset for 529 Day! As you navigate your college savings journey, we can help you understand how a 529 plan can h...
05/29/2026

Money Mindset for 529 Day! As you navigate your college savings journey, we can help you understand how a 529 plan can help you reach your student’s education goals and find the right account that can serve your family’s needs.
https://bit.ly/4u7lV9I

Memorial Day weekend at Black butte ranch with family and friends
05/28/2026

Memorial Day weekend at Black butte ranch with family and friends

05/27/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. We can help you make both goals work together.

Today we remember.Memorial Day is a time to honor the men and women who gave their lives in service to our country. Thei...
05/25/2026

Today we remember.

Memorial Day is a time to honor the men and women who gave their lives in service to our country. Their sacrifice is not just a part of history, it is part of the communities we live and work in every day.

Here in Oregon, places like Camp Withycombe and other military sites remind us of the deep connection our state has to those who serve.

As we spend time with family and friends, we pause with gratitude and reflect on those who made it possible.

Retirement Myth: “I’ll pay less in taxes.”It’s a common assumption, but not always reality.Many people picture a lower i...
05/21/2026

Retirement Myth: “I’ll pay less in taxes.”

It’s a common assumption, but not always reality.

Many people picture a lower income in retirement, but your plans may tell a different story. Travel, building a new home, or even starting something new can all impact your income. Future tax rates and changing deductions can also play a role.

The key is not guessing. It’s planning.

A thoughtful, tax-aware retirement income strategy can help you better understand what your situation may look like over time. If you’d like to talk through your approach, we’re here to help.
https://bit.ly/4wHGNXx

Have you heard of a mega backdoor Roth?It may sound complicated, but for some investors, it can be a way to build more t...
05/18/2026

Have you heard of a mega backdoor Roth?

It may sound complicated, but for some investors, it can be a way to build more tax-advantaged retirement savings.

If your income is too high to contribute directly to a Roth IRA, and your 401(k) allows after-tax contributions, there may be an opportunity to convert those funds into a Roth account over time. That could create a source of tax-free income in retirement.

Not every plan allows for this strategy, and there are important details to consider.
https://bit.ly/4v0ueoG

We’re curious… what are your weekend plans?Anything fun happening around the area?
05/15/2026

We’re curious… what are your weekend plans?

Anything fun happening around the area?

05/12/2026

Happy Birthday, Alex! 🎉

We checked the numbers, and it turns out another year older just means another year wiser… we assume. We hope your day is filled with good food, zero emails, and at least one well-deserved break.

Cheers to another trip around the sun! 🎂

Address

Clackamas, OR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15036742300

Website

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