The $100K Tax Mistake Hidden in Your 401(k) Net Unrealized Appreciation
If you’re a high-income executive or professional with company stock in your 401(k), there’s a silent tax strategy sitting in your portfolio—waiting to be used or missed. It’s called Net Unrealized Appreciation, or NUA. And while it sounds like something only a tax accountant would care about, NUA can be one of the most powerful ways to […]
How & Why To Set Up an LLC: Should You Start an LLC for Your Small Business?
How & Why To Set Up an LLC: Should You Start an LLC for Your Small Business? We will look at how to set up a limited liability corporation or LLC. Since the Great Resignation spurred by the pandemic, the exponential growth of artificial intelligence, and the extensive reorganization of technology companies, many workers have […]
6 Benefits of Health Savings Accounts and 1 Superpower
6 Benefits of Health Savings Accounts and 1 Superpower: Fall is usually the time of year for millions of Americans to take out cable-knit sweaters, enjoy pumpkin-spiced lattes, and set up their health insurance plans for 2023. As Financial Planners, we aim to minimize the surprises that might throw people off track financially. One of […]