How Net Unrealized Appreciation (NUA) Should Be Used Do you own company stock within your 401(k)? Wouldn’t it be great if you could drastically lower your tax rate on this portion of your 401(k)? If that were possible, this tax rate transfer could lower your taxes up to 20%. It sounds great, but, how is
Month: November 2018
Real Life: How We’re Teaching Our Kids About Money
Every parent I know struggles with how to teach their kids about money. And even though I’m a financial planner, I’m no different. Below, I’ll walk you through how my wife and I are giving it our best shot. I’ll cover how we address saving, giving, investing and how allowances fit into it. As I
Tactics to Use When Applying for Financial Aid
If a student isn’t going the military, technical school, or community college route, then I would suggest that now is a good time to plan for upcoming college costs. Whether we are using scholarships, loans, or financial aid, there’s typically money hiding somewhere, if we look hard enough. Higher learning expenses go far beyond tuition
