Retire Well

For employees approaching retirement with company stock in their 401k, it’s crucial to consider your eligibility to use Net Unrealized Appreciation (NUA) rules before you retire or otherwise reach a triggering event. If you purchase or are awarded company stock…
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Picture this: you’re nearing retirement and you’re counting down the days until you can finally experience the golden years. However, a significant part of your retirement plan involves your social security benefits, and you’re not sure when to start claiming…
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As much as we look forward to our retirement years, there’s no doubt that this new phase of life is an adjustment. That’s why many people are considering what’s called a phased retirement: A phased retirement includes a broad range…
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If you’re in or entering your retirement years and watching the rise of inflation as we experienced in 2022 and beyond, you might be looking at your portfolio and wondering if it can weather the storm. Will I have to…
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When you think about your retirement…what comes to mind? Time spent on a sandy beach with your toes in the water? Playing with grandkids? Relaxing with all the time in the world? So, here’s the problem with having all the…
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