Author: Jacob Watts

Net Unrealized Appreciation (NUA): A Powerful but Often Misunderstood Tax Strategy

If you have accumulated employer stock inside your 401(k), one of the most important planning decisions you will make is how that stock is distributed...

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Legacy Financial Strategies is a fee-only financial planning firm in Overland Park, KS.

We are dedicated to helping successful individuals and families build, protect, and nurture their wealth. As fiduciaries, we always put your interests first.

Our experienced team of financial advisors specializes in providing comprehensive financial planning and investment management solutions that are aligned with your values and goals.

Whether planning for retirement, managing your assets, or safeguarding your family's future, Legacy Financial Strategies offers transparent guidance and comprehensive services to help you pursue your financial dreams.

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