Blogger2019-02-04T23:08:46+00:00

THE ALBITZ/MILOE FINANCIAL BLOG

We’re passionate about providing you with information about finances, financial planning, investing, and more.  Choose a category below to start reading or view our recent posts.

OUR LATEST POSTS:

For Millenials, the Housing Market Now Looks Much Different Than It Used To

June 18, 2019 For Millenials, the Housing Market Now Looks Much Different Than It Used To By Vance Albitz, CFP® Mortgage rates recently dropped below 4% for the first time since early 2018, adding to the likelihood of a revival in the housing market going into the summer. Lower rates to borrow mean a much friendlier [...]

June 18th, 2019|

Understanding Net Unrealized Appreciation

June 3, 2019 Understanding Net Unrealized Appreciation By Clete Albitz, CFP® Employer stock held within an employer retirement plan is eligible for favorable tax treatment on the “Net Unrealized Appreciation” (NUA) of the stock if certain requirements are met. NUA is the difference between the cost basis and current value which is the unrealized capital [...]

May 28th, 2019|

Tax Change and IRA Management Fees

March 12, 2019 Tax Change and IRA Management Fees By Paul Miloe, CRPS® With 2018 tax filing season underway, the realities of the Tax Cuts and Jobs Act of 2017 (effective in 2018) are now being understood. The big change most taxpayers have noticed was the substantial increase to the standard deduction and the effects [...]

March 12th, 2019|
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