I’m very happy to report that I’ve recently been published on Investopedia.com. The article is titled When Net Unrealized Appreciation Is A Bad Idea. If you have publicly-traded company stock in a 401k plan then you may have heard of a strategy called net unrealized appreciation (NUA). The basic idea is that once you are eligible, you have an opportunity to […]
I’ve Been Published: Handling Company Stock in a 401k Read More »
I’m very happy to report that I’ve recently been published on ThinkAdvisor.com. The article I wrote for them is titled An Unconventional Approach to Asset Location. Asset location is when you strategically place certain asset types (i.e. stocks and bonds) into certain account types (i.e. IRAs and taxable accounts). If done properly you could end
I’ve Been Published! ThinkAdvisor.com Read More »
I’m very happy to report that I’ve been published again. This time it’s in Financial Advisor Magazine’s online section, Expert Views. This article is an extension of the last article I wrote where I discussed that Tax-Loss Harvesting is not as beneficial as others would have you think. In this most recently published article, I discuss several
I’ve Been Published – Again!! Read More »
I’m very happy to report that I’ve been published in the Tax Planning section of a leading industry magazine, Investment News. This is exciting since it’s my very first published article in a magazine. Many articles and websites that I read tout the wonderful benefits of tax-loss harvesting and how you can increase your return.
I’ve Been Published!! Read More »
