by Searcy Financial® | Oct 7, 2025 | Investments, Retirement Planning, Retirement Plans
If you own employer-issued stock in a 401(k) plan, you may benefit from favorable tax treatment under the NUA rules. But, to qualify for an NUA distribution, you must satisfy several very important rules, some of which are often misunderstood. To help make this...
by Searcy Financial® | Oct 1, 2025 | Investments
By Ryan Brooke For investors who have built substantial wealth, managing a large portfolio can feel like balancing on a tightrope. On one side is the need to stay properly diversified and aligned with your goals. On the other side are the very real tax consequences...
by Searcy Financial® | Sep 29, 2025 | Book Reviews, Coaching Corner, Leadership & Personal Development
By Marc C. Shaffer In 2024, I had given a few presentations about networking and paying it forward when one of my mentors asked me what I thought was a joke: “Why haven’t you written a book yet?” I laughed. I could barely finish a 1,000-word blog post for my company...
by Searcy Financial® | Sep 24, 2025 | Financial Planning, Investments
By Marc C. Shaffer For many families, giving to a church or nonprofit is not just about tax savings. It is about living out values and making a difference. But the tax rules around charitable giving have shifted in recent years, especially since the 2017 Tax Cuts and...
by Searcy Financial® | Sep 22, 2025 | Financial Planning
By Tanner Manning, AFC® For many years, charitable giving has been a way for people to make a difference in their community while also receiving a tax deduction. However, changes to tax law in recent years have shifted how valuable those deductions can be for many...
