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...
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....
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...
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,...
