by Warren Burger | Jan 22, 2025 | Uncategorized
Donald Trump wants to extend the tax cut in Jobs Act. But if Congress doesn’t act, your taxes could jump. Starting in 2026, here’s what’s at stake. Income tax brackets will increase, so the 12% bracket will increase to 15%, and the 22% bracket moves...
by Warren Burger | Nov 6, 2024 | Investing
Wondering how to prepare for retirement. Let’s walk through the four phases of a retirement timeline. When you’re 10 years out, you want to define your retirement age and target savings, maximize contributions to your retirement accounts, and start...
by Warren Burger | May 13, 2024 | Retirement Funding
If you are holding Lockheed Martin stock in your 401k, Net Unrealized Appreciation (NUA) is a tax strategy that can be particularly advantageous. Understanding and utilizing NUA can potentially lead to significant tax savings, especially if the stock has appreciated...
