by Jared Walsh | Jan 28, 2020 | Uncategorized
Net Unrealized Appreciation, usually referred to by its acronym NUA, is a complex and usually misunderstood area of tax planning when it comes to retirement plans that hold company stock within the plan. Here is an example, using Procter & Gamble’s plan, that...
by Jared Walsh | Dec 31, 2019 | Uncategorized
New Retirement Plan Rules – SECURE Act The so-called SECURE Act was added into a year-end spending bill that was passed by Congress on December 19th. In the coming months you’ll be seeing a lot in the financial news about this law and its implications. Here are its...
by Jared Walsh | Oct 24, 2019 | Uncategorized
Social Security Claiming One of the most common planning items we help clients with is the social security claiming decision. More often than not, we advise against the conventional wisdom of delaying the claim of social security retirement benefits. While the early...
by Jared Walsh | Aug 13, 2019 | Uncategorized
Oftentimes investors find themselves with unwanted annuity products that were sold to them by an insurance agent, broker, or bank salesperson. While some annuities are appropriate for client needs, many contain high costs and contractual provisions that can have the...
by Jared Walsh | Jan 11, 2019 | Uncategorized
Jared, what is going on? This is a question I have answered a lot lately. Back in July, I launched an RIA firm to expand the financial planning and portfolio management business. “RIA” is an industry acronym that stands for Registered Investment Adviser. Prior to...
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