Acacia Wealth Management
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Financial News & Updates
Acacia Wealth Management
Acacia Wealth Management
- Mar 6
A Bucket Plan to Go with Your Bucket List
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may...
Acacia Wealth Management
- Mar 5
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Acacia Wealth Management
- Mar 3
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation (NUA) strategy with this helpful article.
Acacia Wealth Management
- Feb 9
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans.
Acacia Wealth Management
- Jan 17
Find That Lost Retirement Account
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember.
Acacia Wealth Management
- Jan 16
New Retirement Contribution Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Acacia Wealth Management
- Nov 23, 2022
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
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