Answers from Top Financial Advisors

Lee Munson Level 13
Whoa . .. Has your advisor talked to you about NUA? If not, fire them. Net unrealized appreciation is a tax strategy. In English, you may be able to take your company stock out of a 401k (or move your allocation to company ...(more)
13 mins ago
Lee Munson Level 13
STOP!!! Break it down in three steps: 1. Do the pre-tax! You are starting late and probably not going to have a ton of income when you retire (whatever that means - let's say doing what you love full time versus your job). 2. ...(more)
20 mins ago
John P. Duncan Level 12
First of all, congrats on your commitment. Unfortunately, many will never commit and will have to live a poor retirement. Your income is strong, is it fixed or growing? Once you get started seeing your wealth grow it gets ...(more)
43 mins ago
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Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air.