Choosing a financial advisor

What is a Fiduciary Financial Advisor?

A fiduciary financial advisor has a legal obligation to act in the client’s best interests. Anyone can hold themselves out as a financial planner, so it's important to understand the terminology and different standards when looking for a wealth manager. Registered investment advisors are the only type of advisor always…
Kristin McKenna
October 25, 2021
401(k) PlansDiversificationEmployee benefitsFinancial PlanningForbesRetirement PlanningTax planningUpdated for 2021

Net Unrealized Appreciation Rules for Company Stock in a 401(k)

If you have company stock in your 401(k), you may want to consider whether to take advantage of net unrealized appreciation at retirement. Under the net unrealized appreciation rules, employees can roll over the portion of their 401(k) invested in company stock to a brokerage account and pay tax at…
Kristin McKenna
September 13, 2021