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...
