Chris Dime, CFP - Dime & Associates

Chris Dime, CFP - Dime & Associates Dime & Associates is a fiduciary financial planning firm.

09/02/2026

Using Net Unrealized Appreciation (NUA) before 59.5

08/31/2026

Net Unrealized Appreciation (NUA) Triggering Events

08/29/2026

Net Unrealized Appreciation (NUA) Taxation

08/26/2026

Net Unrealized Appreciation (NUA) Overview

08/24/2026

Using Retirement Accounts to Pay for College

08/22/2026

Borrowing Options to Pay for College

08/17/2026

WA State Estate Tax Rate Decreased! (circa July 2026)

08/15/2026

WA State Estate Tax Highlights

08/14/2026

Using IRAs to Pay for College [Case Study]

00:00 - Intro
00:46 - Client Overview
04:16 - Lending Options
08:19 - Withdrawal Options
13:34 - No 10% Exception for Employer Plans
14:24 - Recommendations
15:52 - IRA towards Student Loans?
16:20 - 529 Plan towards Student Loans?
17:01 - Calls to Action

Imputed Interest - https://turbotax.intuit.com/tax-tips/tax-payments/irs-tax-rules-for-imputed-interest/L7UbulHpC

10% Penalty Exceptions - https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions

Address

123 2nd Avenue S Ste 230
Edmonds, WA
98020

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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