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Net Unrealized Appreciation for Lockheed Martin employees

Net Unrealized Appreciation for Lockheed Martin employees

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...
Pay Less To The IRS With These 3 Tax Buckets

Pay Less To The IRS With These 3 Tax Buckets

by Warren Burger | Dec 16, 2023 | Retirement Funding

Today. I want to talk about the three buckets that go into having a diversified tax portfolio which ultimately provides for more options in retirement. But first I want to introduce myself. My name is Warren Berger. I’m the owner of luminary financial advisors....
Unlocking tax Savings: The Power of Asset Location

Unlocking tax Savings: The Power of Asset Location

by Warren Burger | Oct 6, 2023 | Retirement Funding

Today we’re talking about the importance of asset location. Asset location is a vital component in financial planning that focuses on placing your investments in the most tax efficient accounts possible. It’s a strategy used to potentially increase your...
Access Retirement Funds Before Age 59 1/2 Using The Rule of 55

Access Retirement Funds Before Age 59 1/2 Using The Rule of 55

by Warren Burger | Aug 29, 2022 | Retirement Funding

If you’re thinking about retiring early or looking to access some of your retirement funds before age 59 and a half, the rule of 55 might allow you to do that today. I want to talk about the five questions you should ask before you utilize this exception. First,...

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LUMINARY FINANCIAL ADVISORS

1980 N. Atlantic Ave. Unit 411
Cocoa Beach, Fl 32931

Call or Text: 321-333-4923
Email: warren@luminaryfinancialadvisors.com

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