Retirement moves from 401k to ira often tax efficient
Retirees commonly transfer stock from a 401k to an IRA as a default. This may be optimal, but some cases favor other routes. The net unrealized appreciation NUA option can offer distinct tax advantages under certain circumstances.
MENTIONED IN THIS ARTICLE
NUA
Pluralism redefined in a call to biblical morality
Dr Rex M Rogers argues that moral pluralism threatens American culture and urges a return to biblical definitions of right and wrong. He contends that unity once depended on shared morality rooted in biblical principles, not merely diverse backgrounds.
MENTIONED IN THIS ARTICLE
America
Rex M. Rogers
Cornerstone University
Grand Rapids, Mich
Hotmail
Republican Viewpoint from Assembly Leader Kevin McCarthy
Kevin McCarthy proclaims the Republican caucus will push governor backed reforms to boost business in California. He criticizes Democrats for driver’s licenses for illegal immigrants and recognition for same sex couples, calls for redistricting reforms, and urges a Sacramento focused on practical improvement for communities from Bakersfield to Ridgecrest.
MENTIONED IN THIS ARTICLE
Sacramento
Yreka
California-Mexico
Letters to the Editor About Mealtime Frustration
A Pace 4 Biscuits reader vents over a missing free side dish or coupon. In a confrontational exchange, the writer asks for gas money and receives a puzzled stare. Arriving home, dinner is cold, prompting a microwave rescue and mixed lingering anger.
NUA Strategy for Company Stock in 401(k) Plans
Anthony Barkate explains how holding stock in a 401(k) and rolling to an IRA affects taxes. He outlines advantages of net unrealized appreciation taxes, potential estate steps, and when to distribute stock directly to avoid full IRA taxation. He cautions on plan limits and advises seeking professional guidance.
MENTIONED IN THIS ARTICLE
IRS
NUA
IUA
Andy Barkate Csa
California Financial Network
Bakersfield
Lancaster
Ridgecrest
Foundation offers free yard and car cleaning for Shafter seniors
The Lollar Foundation announces the Senior Shine Project to help Shafter seniors by cleaning yards and washing cars at no cost. No eligibility, just call Christine Lollar at 746-0910 to request the service and receive a pick-me-up for grandparents and neighbors.
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