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2023 Retirement Plan Limits

2025 Retirement Plan Limits

ByDavid Waldrop Updated onFebruary 14, 2025

2025 Retirement Plan Limits have been released by the IRS. If there’s any constant with retirement planning, it’s change. Keeping up with…

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Stock Options Explained - Maximize Your Compensation

Stock Options Explained: Maximize Your Compensation

ByDavid Waldrop Updated onDecember 23, 2024

Introduction Stock options can be a powerful tool for wealth creation. However, they often come wrapped in complexity that requires some untangling….

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Net Unrealized Appreciation: Cut Taxes On Your 401(k) Stock

Net Unrealized Appreciation – Cut Taxes On Your 401(k) Stock

ByDavid Waldrop Updated onJanuary 5, 2025

Introduction Net Unrealized Appreciation or NUA is a retirement plan distribution strategy for those who hold highly appreciated company stock. Withdrawing 401(k)…

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Investment Management

Cut Taxes With QCDs: Qualified Charitable Distributions Explained

ByDavid Waldrop Updated onDecember 29, 2024

Introduction Qualified Charitable Distributions are a win-win scenario for those who are charitably inclined. With a Qualified Charitable Distribution or QCD, you…

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Are Individual Bonds Or Bond Funds A Better Investment

Are Individual Bonds Or Bond Funds A Better Investment?

ByDavid Waldrop Updated onMay 2, 2025

Introduction Are individual bonds or bond funds a better investment? Bonds are an important part of an investment portfolio. Maybe you’ve heard…

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Canceling PMI Can Save You Thousands

Canceling PMI Can Save You Thousands

ByDavid Waldrop Updated onDecember 28, 2024

Canceling PMI can save you thousands. If you own a home and you put less than 20% down, it’s likely you have…

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Staying Motivated With Your Financial Plan

Staying Motivated With Your Financial Plan

ByDavid Waldrop Updated onDecember 28, 2024

Let’s face it: staying motivated is tough, especially when there’s no light at the end of the tunnel. This struggle is real…

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Roth IRA Conversion – The Pro Rata Rule Is Lurking

Roth IRA Conversion – The Pro Rata Rule Is Lurking

ByDavid Waldrop Updated onDecember 29, 2024

A Roth IRA conversion and Roth IRAs in general can be powerful tools in a retirement saver’s toolkit. The potential to accumulate…

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Which Investments Go Through Probate?

Which Investments Go Through Probate?

ByDavid Waldrop Updated onDecember 21, 2024

How do you know if your investments go through probate? When a person dies, what is left behind is an estate. Contrary…

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Investor Behavior

Does Behavioral Finance Matter?

ByDavid Waldrop Updated onDecember 19, 2024

Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…

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IRS Tax Form 5500-EZ

Do You Need IRS Tax Form 5500-EZ?

ByDavid Waldrop Updated onDecember 29, 2024

IRS tax Form 5500-EZ is usually required for one-participant plans like Individual 401k plans. This type of plan is often called a…

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Is A Coverdell ESA Right For You?

Coverdell Education Savings Account (ESA)

ByDavid Waldrop Updated onJanuary 22, 2024

Is a Coverdell Education Savings Account right for you? With so many college savings options, it’s hard to know which accounts to…

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Bridgeview Capital Advisors, Inc.
Office: (916) 235-6857
5170 Golden Foothill Parkway
El Dorado Hills, CA 95762

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© 2025 Bridgeview Capital Advisors, Inc.

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  • Home
  • Company
    • David N. Waldrop, CFP®
    • Investment Management
    • Financial Planning
    • Tax planning
  • Client Center
    • Charles Schwab & Co.
    • Client Web Portal
    • Empower Retirement 401(k) Participant Login
    • Bridgeview Capital Advisors, Inc – Disclosures
    • Client Questionnaire
    • Code of Ethics
    • Privacy Notice
  • Personal Finance Blog
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