Stock Options Explained: Maximize Your Compensation
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
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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Cut Taxes With QCDs: Qualified Charitable Distributions Explained
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?
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. 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
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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2025 Retirement Plan Limits
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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Roth IRA Conversion – The Pro Rata Rule Is Lurking
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?
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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Do You Need IRS Tax Form 5500-EZ?
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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Coverdell Education Savings Account (ESA)
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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SECURE Act 2.0
With just days remaining in 2022, SECURE Act 2.0 is here. If there’s any constant in retirement planning, it’s change. As soon…
