News and Updates
NUA Strategy in Retirement: Smart Tax Move or Risky Concentration?
“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis of about $250,000. I’ve been reading about NUA strategies. Could […]
When Real Estate Returns Shrink: What Investors Need to Know
With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or a vacation home, the numbers just don’t work the same […]
Should You Max Out a Deferred Compensation Plan? It Depends.
“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]
Independent but Not Unprepared: Retirement Tips for Locum Tenens Physicians
“I work as a locum tenens physician, so all of my income is 1099. Since I don’t have access to an employer retirement plan, what types of retirement accounts are […]
Not Sure What You’ll Do in Retirement? Try Test Driving It
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I think I’m in good shape for retirement, […]
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