As you grow and manage your wealth, consider these five tax-efficient investment strategies that could help optimize returns and minimize your tax burden. 1. Strategic Account Selection Strategically placing your assets in different types of accounts is a foundational principle of a tax-efficient investment strategy. This can involve using tax-deferred accounts, taxable accounts, and tax-free…
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What’s Your Personal Inflation Rate?
In 2024, we all experienced inflation in different ways. Some felt it at the grocery store, others while traveling, or when dining out. In large part, that’s because our personal economic choices dictated at least part of our experiences with inflation over the last year. The accompanying chart illustrates how uneven inflation may have felt…
CAN YOU TAKE ADVANTAGE OF A NET UNREALIZED APPRECIATION (NUA) STRATEGY?
Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if you experience another triggering life event (such as turning 59½)? That’s where net unrealized appreciation (NUA) strategies come in. There are a few favorable rules…
Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?
Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if you experience another triggering life event (such as turning 59½)? That’s where net unrealized appreciation (NUA) strategies come in. There are a few favorable rules…
What is a 1031 Exchange?
If you want to add investment real estate to your diversified portfolio, you’re going to want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts will help you decide if this strategy is right for you. Let’s look at what a 1031…
Find That Lost 401(k)!
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed “found” money.1 What are “Forgotten” Retirement Accounts?…
Financial Books That Have Stood the Test of Time
There are countless financial books out there that promise to make you a more intelligent investor, an expert budgeter, or a money guru. But which ones contain solid advice, and which ones should you pass over? There are so many options that it’s hard to tell. Here, we highlight five financial books that have stood…