Videos

I wanted to give you a few tips that you might consider before the end of the year. So the first thing you may want to look to harvest some losses within your portfolio. So this has been a very strong stock market this year. You may have sold some positions at a profit.

You may ask yourself, how can I turn a 529 account that's typically used for college expenses into a Roth IRA account for myself or for my child or for my grandkids or somebody that I care about? There's a way to do it provided that certain provisions are in place.

Forego a tax break today, but imagine watching your $10,000 investment grow to $70,000 – all tax-free when you need it most. With no income limits, even high-earners can benefit. Whether you’re planning for a comfortable retirement or setting aside funds for end-of-life care, the Roth 401k offers flexibility and freedom from future tax burdens.

Many people are wanting to retire early, but with advances in health care, they're living longer. So it's very likely that many people will be retired longer than they actually work.

If you actually own a home, it's important to establish a HELOC, a home equity line of credit as a break the glass emergency contingency plan so that we do not have to deplete our valuable retirement savings if there's an emergency.

If you have company stock that you've purchased within a 401k account, your ear should perk up right now because there's a way for you to save quite a bit of money on so simply stating, if you do have company stock in a 401k, you need to take this NUA treatment- net unrealized appreciation treatment, while it's still in the 401k.