StampNotes

Blog, Commentary, And News

Four Ways the Recently Passed Secure Act Will Impact Individual Investors

By Cary Stamp \ December 27, 2019
Secure-Act

What’s in the Secure Act? Financial advisor Cary Stamp addresses the four primary ways the recently passed Secure Act will affect individuals and families, most notably on Individual Retirement Accounts (IRAs) and 529 Education Plans.       TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth moment. Welcome to…

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Must Read if You Own Company Stock in a 401(k) or other Corporate Retirement Plan

By Robert Taylor \ September 12, 2019

The Net Unrealized Appreciation (NUA) Tax Strategy: If you work for a corporation that offers company stock inside a 401(k), ESOP, or profit sharing plan, the Net Unrealized Appreciation tax planning strategy (described below) can produce substantial tax savings. This is especially true for long-time employees possessing stock that has appreciated significantly. Net Unrealized Appreciation…

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Crypto-Currency, the Blockchain and Your Portfolio

By Cary Stamp \ March 25, 2019

I am attending the Barron’s Independent Summit in Salt Lake City for the next few days. Ric Edelman, a well-regarded advisory firm founder, author and entrepreneur has assembled a group of experts to discuss the future of digital currencies. I admit that I have been a skeptic, so I wanted to understand what the proponents…

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