Net Unrealized Appreciation (NUA): A Retirement Tax Planning Opportunity Worth Understanding
Learn how Net Unrealized Appreciation (NUA) may provide tax-planning opportunities for employer stock held in a 401(k), and what to consider before…
Blog Category
Retirement Planning
Articles and insights on Retirement Planning from the Omni 360 Advisors team.
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Retirement Planning Is More Than Saving: Building a Strategy for Your Next Chapter
Explore retirement planning strategies for business owners and families, including retirement income, taxes, investments, healthcare, and legacy planning. Retirement Planning Begins With…
When Should You Start Retirement Planning? Earlier Than You May Think
When should you start retirement planning? Learn why retirement planning is an ongoing process and how business owners and families can prepare…
What Happens to Your Financial Life When You Retire? A 12-Month Checklist
Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often…
Your 2026 Retirement Savings Checkup: Are You Using the Right Accounts?
Review the 2026 retirement contribution limits and learn how Traditional, Roth, and business-owner retirement plans can support your broader tax, income, and…
Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy
A successful business transition doesn't happen by chance. Learn how succession planning helps business owners protect their legacy, preserve wealth, and prepare…
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often…
New State Retirement Plan Requirements for Small Businesses in New Jersey and New York
Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key…
Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter
Discover why the second quarter is an ideal time for retirement plan “spring cleaning,” including participant engagement, plan design reviews, and strategic opportunities for business owners and sponsors. As the…
Rethinking the 4% Rule: How Retirement Withdrawal Strategies Are Evolving
Explore how the traditional 4% retirement withdrawal rule is being re-evaluated in today’s market environment and considerations for modern retirement income planning. …
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