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When Gifting a Stock Makes Sense
by
Camille Blomdahl
Director of Client Services
WealthTrace
Gifting stocks to your children can help give them a good foundation for their financial future. When deciding which stock to gift, tax professionals typically advise to gift the stock with the highest gain.
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What to do With Your 401(k) When You Leave Your Job
by
Camille Blomdahl
Director of Client Services
WealthTrace
Whether you are quitting your job, getting laid off, or you are retiring, figuring out what to do with your 401(k) is an important step.
Full story
A Couple Wants to Build Their Own Retirement Plan
by
Camille Blomdahl
Director of Client Services
WealthTrace
If a retirement calculator doesn’t handles taxes correctly and doesn’t know what they own, it can’t possibly run accurate retirement scenarios.
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Important Changes to Retirement Planning for 2024
by
Camille Blomdahl
Director of Client Services
WealthTrace
There are a lot of changes that impact planning and saving for retirement in 2024. We go over these important changes.
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Using Real Estate to Fund Retirement
by
Camille Blomdahl
Director of Client Services
WealthTrace
There are plenty of stories of people outliving their retirement savings, especially if they live long past their life expectancy. One way to make ends meet at that point is to sell your home or take equity out of it.
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