, Perspectivas

Vídeo de la estrategia de apreciación neta no realizada (NUA)

La aplicación del tratamiento de la revalorización neta latente tiene el potencial de aliviar sustancialmente la carga fiscal asociada a la revalorización de las acciones de la empresa mantenidas en tu cuenta 401(k). Nuestro vídeo más reciente se sumerge en la mecánica de este enfoque y en los escenarios en los que su aplicación resulta beneficiosa.

Lee nuestro artículo sobre la revalorización neta latente para saber más.

¿Necesitas ayuda?

Si quieres que uno de nuestros contables o asesores financieros certificados (CFP®) te ayude con esta estrategia y cómo se aplica a tu caso, el equipo de Rhame & Gorrell Wealth Management está aquí para ayudarte.

Nuestros experimentados Gestores Patrimoniales facilitan a nuestros valiosos clientes todo nuestro conjunto de servicios, incluida la planificación financiera, la gestión de inversiones, la optimización fiscal, la planificación patrimonial y mucho más.

No dudes en ponerte en contacto con nosotros en (832) 789-1100, service@rgwealth.como haz clic en el botón de abajo para programar tu consulta gratuita hoy mismo.

Programar una reunión
  • Tyler Miller CFP

    Wealth Manager
    Tyler Miller joined the Rhame & Gorrell Wealth team in the Spring of 2020 and serves as a Wealth Manager. In this role, Tyler leads the process of creating and implementing comprehensive financial plans for clients and prospects of RGWM. As a CPA, he also acts as one of our in-house tax experts.

    After growing up in The Woodlands area, Tyler received a full academic/athletic scholarship to The University of Incarnate Word in San Antonio. While a student athlete, Tyler graduated Summa Cum Laude with a Finance degree concentrated in financial planning. With his Bachelor’s under his belt, he decided to pursue his Master's of Science in Accounting (MSA) and graduated with Distinction. After college, Tyler was heavily recruited and took a position with Deloitte working within their corporate tax group. While Tyler enjoyed the analytical and research aspect of working at Deloitte, he realized that he had more of a passion for helping individuals directly, fueling his career change into financial services.

    Tyler has earned his Certified Public Accountant (CPA) license, his Certified Financial Planner (CFP®) certification, and his Certified Investment Management Analyst (CIMA®) certification.

IMPORTANT DISCLOSURES:

Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.  The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
Artículos Relacionados

How Can We Help?

Request A Complimentary Consultation
Subscribe to Our Newsletter

Inicia Sesión con tu Usuario y Contraseña

¿Olvidó sus datos?