401k

What to Do with that Old 401(k)

By Catherine Buck | August 2, 2024

    Written by: Vincenzo Testa, CPA, CFP®, ECA   When it comes to managing your retirement savings, one critical decision you might face is what to do with your 401(k) when you leave a job. Often, individuals are presented with the option to roll over their 401(k) into an Individual Retirement Account (IRA). This…

Net Unrealized Appreciation: Pay Less in Taxes on Employer Stock in your 401(k)

By Catherine Buck | October 6, 2023

  Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…