Articles
Net Unrealized Appreciation Tax Planning Strategy
What is NUA? NUA stands for Net Unrealized Appreciation, which is a tax benefit available to individuals who hold employer stock within their employer-sponsored retirement plan, such as a 401(k). NUA allows you to potentially reduce your tax liability when...
How does the debt ceiling impact me?
The debt ceiling is a limit set by Congress on the amount of money the federal government can borrow to finance its operations and pay its debts. If the debt ceiling is not raised and the federal government is unable to borrow more money, it may not be able to meet...
Is a backdoor Roth IRA right for me?
A backdoor Roth IRA is a way for individuals who exceed the income limit to contribute to a Roth IRA. The main reason someone might want to do a backdoor Roth IRA is to take advantage of the tax-free growth and withdrawals that are associated with a Roth IRA....
5 Critical Inflation Questions
Check out our recent feature in MarketWatch on the 5 questions you should ask your financial planner about inflation: https://www.marketwatch.com/story/5-questions-to-ask-your-financial-adviser-right-now-about-inflation-11667365918
