At Traction Financial Partners, we believe a that our relationship is a partnership with our clients. That means that we are passionate about equipping you with the latest and most relevant information that puts you in the driver’s seat of your financial future.
We offer regular webinars for our clients to help them better understand the complex events that could affect their financial futures. If you would like to take a deeper dive into the timely topics surrounding your investments, these webinars may offer the insight you are looking for. You can preview our webinar content below. To access these full versions of past webinars, click the button below.
Q1 MARKET & ECONOMIC RECAP
2025 MARKET & ECONOMIC RECAP
Q3 MARKET & ECONOMIC RECAP
BREAKING DOWN THE OBBBA
Estate Planning and Legacy Planning:
One of the most cumbersome aspects of an estate settlement process is going through probate. It is public record, can be expensive, and can be a long process. An easy way to avoid probate is to create and transfer assets into a revocable living trust. Here is a good summary of how a revocable living trust will avoid probate and provide several other benefits.
Retirement Planning and/or Tax Planning:
If you have company stock in your 401(k) plan and have left your job, don’t be so fast to complete a rollover of the full account. Depending on your tax situation, the fair market value of the stock, and the cost basis of the stock, it may make sense to take advantage of the Net Unrealized Appreciation (NUA) tax rule. This piece explains how the NUA tax rule works and important considerations to analyze.
Business Planning:
A sole business owner faces a predicament that businesses with multiple owners don’t. What happens to the business, it’s employees, and the owner’s family if something were to suddenly happen to the owner? A one-way-buy-sell agreement may be the solution to protect all the relevant parties. Here is how a one-way-buy-sell agreement can work.
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