Insights

Before rolling over your 401(k), consider whether you could be overlooking a valuable tax opportunity. Net Unrealized Appreciation (NUA) may allow qualifying retirees with appreciated employer stock to benefit from more favorable capital gains tax treatment. Georgia Lord, Head of Financial Planning at Corbett Road, explains how this strategy works, who may benefit, and why careful planning before a rollover is essential.

How could an extended need for long-term care affect your retirement income and investment portfolio? Camilla Carvalho, Wealth Manager at Corbett Road, discusses how long-term care planning fits into a comprehensive retirement strategy and examines options for managing these potential expenses while working toward your long-term financial goals.

You don’t have to stop working when you start collecting Social Security. But depending on your age and earnings, continuing to work can affect your benefits, taxes, and Medicare costs. Here’s what retirees need to know.