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Category: Investments

Home Archive by Category "Investments"

Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

February 1, 2023Yana SogolovInvestments, TaxesNo comments

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…

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What is a 1031 Exchange?

January 1, 2023Yana SogolovInvestments, TaxesNo comments

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…

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Find That Lost 401(k)!

November 6, 2022Yana SogolovInvestmentsNo comments

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?…

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Financial Books That Have Stood the Test of Time

September 1, 2022Yana SogolovInvestmentsNo comments

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…

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Recent Posts

  • Retirement Hobbies You Never Knew Existed
  • Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?
  • What is a 1031 Exchange?
  • New Retirement Contribution Limits for 2023
  • Find That Lost 401(k)!

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