Financial Planning at its B.E.S.T.

Day: October 11, 2017

I’ve Been Published: Handling Company Stock in a 401k

By Brad Tinnon / October 11, 2017 December 2, 2018

I’m very happy to report that I’ve recently been published on Investopedia.com. The article is titled When Net Unrealized Appreciation Is A Bad Idea. If you have publicly-traded company stock in a 401k plan then you may have heard of a strategy called net unrealized appreciation (NUA). The basic idea is that once you are eligible, you have an opportunity to …

I’ve Been Published: Handling Company Stock in a 401k Read More »

Our Mission

B.E.S.T. Wealth Management was founded on the principle that everybody deserves financial planning advice and help with investing money.

Get Periodic Finance Tips

Site designed by B.E.S.T. Wealth Management.

B.E.S.T. Wealth Management, LLC is a registered investment adviser with the State of Missouri and Texas. B.E.S.T. Wealth Management, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemptions or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Sitemap

Financial Planning at its B.E.S.T.

I’ve Been Published: Handling Company Stock in a 401k

Our Mission

Recent Posts

Is Dividend Investing a Good Idea?

How to Avoid Overspending During Holidays

Money Is The Root Of All Evil?

Get Periodic Finance Tips

Thank you so much for signing up to receive periodic Finance Tips! We hope you enjoy the content.

Please check your email for the download instructions. We hope you enjoy the content!