Taxes & Retirement | Helpful Information- Page 2 of 2

The Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Let's look at what NUA is, how NUA rules work, and some of the potential benefits of an NUA tax strategy. Many companies offer employer-issued stock as a benefit, in…

Deena WatsonJanuary 5, 2024

USA flag and American dollars. American flag blowing in the wind and 100 dollars banknotes in the background | Outlook Wealth Advisors

Income Investments Risk Taxes Wealth

What the Inflation Act Means For You?

What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…

Deena WatsonAugust 30, 2022

Investments Taxes Wealth

Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

Prepare for possible tax cuts and the Jobs Act Sunset While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that…

Deena WatsonNovember 30, 2023

asset allocation, stock, bond, etf, mutual fund, retirement planning, wealth management, risk

Income Investments Risk Taxes Wealth

Risk Management: Asset Allocation

RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…

Deena WatsonMay 9, 2022

inherited IRA, IRA, inheritance, beneficiary, taxes

Estate Planning Income Investments Taxes Wealth

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Deena WatsonJanuary 27, 2022

estate, estate planning, beneficiaries, inheritance, funeral, casket

Estate Planning Investments Taxes Wealth

Received an Inheritance? Be Aware of These 5 Tax Implications

Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…

Deena WatsonDecember 12, 2022

generational wealth, estate planning, family, multiple generations, wealth management, retirement planning

Estate Planning Investments Taxes Wealth

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…

Deena WatsonNovember 18, 2022

Life Insurance, beneficiary, estate planning, estate, inheritance, heirs

Estate Planning Income Investments Taxes Wealth

Estate Planning: Life Insurance

ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…

Deena WatsonJuly 26, 2022

Life Insurance, retirement planning, wealth management, retirement plan benefits

Estate Planning Income Investments Taxes Wealth

5 Roles Life Insurance Plays in Retirement Planning

5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…

Deena WatsonJuly 26, 2022

Taxes

The Advantage of a Net Unrealized Appreciation (NUA) Strategy?

What the Inflation Act Means For You?

Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

Risk Management: Asset Allocation

You’ve Inherited an IRA. Now What?

Received an Inheritance? Be Aware of These 5 Tax Implications

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

Estate Planning: Life Insurance

5 Roles Life Insurance Plays in Retirement Planning

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