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Retirement

September 19, 2012in Retirement 1 Comments 0 Likes

Company Stock in a Retirement Plan? Consider NUA

Company Stock in Retirement Plan, company stock and retirement plan, net unrealized appreciation, NUA stock

 

If you are changing jobs or retiring, and shares in your company stock are part of your retirement plan, you have an additional option to consider when you transfer this asset out of the company plan.  Net Unrealized Appreciation …

by Sara Stanich
August 27, 2012in Retirement 1 Comments 0 Likes

What is a Beneficiary IRA?

If you have inherited an individual retirement account (IRA), you may want to transfer the funds into an inherited IRA, also known as a beneficiary IRA. This type of inheritance typically comes from a parent, spouse or other …

by Sara Stanich
Insurance Interview: Medicare Expense Planning
May 9, 2012in Insurance 2 Comments 0 Likes

Interview: Medicare Expense Planning

Many of my clients (and my own parents) are approaching the age of 65, which means they’ll be eligible for Medicare coverage.  But until they are in it, most are uncertain about what a switch to Medicare will mean for …

by Sara Stanich
January 19, 2012in Retirement 4 Comments 0 Likes

How to Choose a Retirement Plan for Your Small Business

If you work in the corporate world or in any large organization, you probably have access to a 401(k) plan.  You can save there and even get a match from your employer.  Easy-peasy.

Retirement Plan, smal business retirement plans

But if you own a business, …

by Sara Stanich
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