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How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings
Do you have employer stock in your 401(k)? If so, you might have a net unrealized appreciation (NUA) distribution opportunity, which can help you avoid an unexpected (and sometimes high) tax liability
Biden's Tax Plan Explained for High-Income Earners Making Over $400,000
by Nick Johnson, CFA®, CFP®
February 11, 2021
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
February 01, 2021
Should Your Investment Strategy Shift In The Blue Wave?
by Nick Johnson, CFA®, CFP®
January 28, 2021
How to Maximize Savings Using Your Shell Retirement Benefits
by Alexis Long, MBA , CFP®
January 26, 2021
Improve Your Investment Strategy With Target Band Rebalancing
by Nick Johnson, CFA®, CFP®
January 14, 2021
Your Shell 80 Point Pension BRP Could Increase by Over $250K by Retiring 31 Days Later
by Nick Johnson, CFA®, CFP®
January 11, 2021
How Waiting 15 Days to Retire May Save You $50,000 in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
January 11, 2021
What To Consider When Starting a Consulting Business
by Leah Cessna, CPA
January 01, 2021
6 Strategies to Lower Your Tax Burden
by Leah Cessna, CPA
December 09, 2020
The 401(K) Mistake Executives Earning Over $290,000 Make All the Time
by Nick Johnson, CFA®, CFP®
November 19, 2020