1721 Nicholasville Road

Lexington, Kentucky 40503

859.268.1189
   
  

 

Related Content

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Tax-Loss Harvesting: A Tax Strategy to Consider

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.