What is Net Unrealized Appreciation (NUA)?, Ep 28
The NUA is an advanced financial planning technique to save taxes for people with highly appreciated company stock in a workplace retirement plan.
The NUA is an advanced financial planning technique to save taxes for people with highly appreciated company stock in a workplace retirement plan.
The question of whether you should pay off your mortgage early is a popular one. Here I break down reasons it may more sense not to.
ESOPs are company funded retirement plans that hold company stock, but also so much more.
Stock Splits are an important topic of owners of equity compensation, especially in northeast Ohio as Sherwin-Williams has recently announced a stock split. Here I quickly explain them.
The Rule of 72 is a quick reference to calculate how long it should take for your investments to double. In this episode I break down how it works.
This episode is just like the title - 5 tips to start to make that transition into retirement, with an extra emphasis on owners of equity compensation.