Financial Resources You Can Use

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.

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Past Webinars

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.

SOCIAL SECURITY: GETTING THE MOST OUT OF YOUR BENEFITS

TAX PLANNING STRATEGIES TO OPTIMIZE YOUR FINANCIAL SUCCESS

2023 MARKET & ECONOMIC RECAP

Q3 RECAP & ECONOMIC UPDATE

oUR guides

Avoiding Probate with a Revocable Living Trust


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.

Net Unrealized Appreciation (NUA)


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.

One Way
Buy-Sell Agreement

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.

helpul articles

Investing in INflationary Environments

Don't Expect the Fed To end this bull anytime soon

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