Financial Planning

A focus on and dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics.


Articles and Publications

Net Unrealized Appreciation (NUA)

What’s the biggest perk? It’s not a gold watch or even retiree medical insurance. It is the company stock that they have been buying. Why? The IRS gives special tax incentives for owning employer stock inside your retirement plans referred to as Net Unrealized Appreciation (NUA)…