Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
WATCH: Managing Your 401(k) When Switching Jobs
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Alex Menassa Videos and Articles
WATCH: Market Surprises: Alex Menassa’s Financial Tips
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
WATCH: Mastering Your Finances in Second Marriages
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
An Under-Appreciated Strategy: Roth IRA
Are there any tax planning strategies that people should know more about? Is this a good time to think about a ROTH? How does a ROTH IRA work and what are some situations where a ROTH IRA might make a lot of sense?
How to Build Wealth: It is Easier than you Think – with Some Help
https://youtu.be/nt69OqNUC40 What is the average and median income of people in Ohio and how does that compare with other states? How about Ohio's cost of living - how does that compare? What is the average balance in 401(k) accounts for people at ages 40, 50 &...