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NUA… What is Net Unrealized Appreciation
Planning Tips

NUA… What is Net Unrealized Appreciation

ByStephen Boatman November 29, 2018December 7, 2018

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…

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Giving Back: Donor Advised Fund (Part 3 of 3)
Planning Tips

Giving Back: Donor Advised Fund (Part 3 of 3)

ByStephen Boatman April 9, 2017December 20, 2017

This is the third in a three part series on charitable giving. At Smith Partners Wealth Management, we love Giving Back and see it as part of our every day mission. You can read more about what we have learned and what we value on our “Lessons in Giving Back” page. Why Use a Donor…

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Giving Back: Cash vs. Stock (Part 2 of 3)
Planning Tips

Giving Back: Cash vs. Stock (Part 2 of 3)

ByStephen Boatman February 24, 2017May 23, 2019

This article is the second in a three-part series on charitable giving. At Smith Partners Wealth Management, we love Giving Back and see it as part of our everyday mission. You can read more about what we have learned and what we value on our “Lessons in Giving Back” page. Would You Rather: When I…

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