Net Unrealized Appreciation: A Tax Break Worth Knowing About

If you spent a career at one company and your 401(k) is stuffed with its stock, net unrealized appreciation is […]
by O'Keefe Stevens Advisory
on Aug 13
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Required Minimum Distributions: What Rochester, NY Retirees Should Know

For years, your retirement accounts grew quietly and mostly tax-deferred. Then a rule kicks in that surprises many savers: the […]
by O'Keefe Stevens Advisory
on Jul 22
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Roth Conversion Strategies for Rochester, NY Retirees

You’ve saved diligently for decades, and most of that money sits in a traditional IRA or 401(k). A Roth conversion […]
by O'Keefe Stevens Advisory
on Jul 22
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