The Uncommon Advisor podcast highlights financial advisors who are embracing a holistic approach to their business, delivering value to their clients that goes beyond asset allocation. Learn how the most creative minds in the industry are continuing to innovate and drive client loyalty.
In 2024, investors are able to put $69,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income. Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy…
For investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance…