Blog | Newpointe Wealth

Distributions and Rollovers: What You Need to Know About Roth 401(k)s

The Roth 401(k) incorporates features of both Roth IRAs and traditional 401(k) plans. This article looks at rules governing distributions an

A Look At The Long-Term Trend In Stocks

A simple indicator I use to help quantify what the long-term trend is in US Stocks

Net Unrealized Appreciation – A strategy for company shares held inside your 401(k)

This strategy can offer tremendous benefits if you hold shares of company stock that has a low cost basis compared to today's market value.

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