In 2016, I discussed whether Roth IRA conversions make sense for you as an investor (read here). A ...
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Nick Hall, CFP®, CAP®
Investment Advisor, Principal
Nick Hall is an Investment Advisor and Principal at Lutz Financial. He began his career in 2010. He specializes in providing wealth management strategies and thorough, adaptive financial plans for high-net-worth individuals, families, and business owners. He lives in Omaha, NE, with his wife Kiley and children Amelia and Harrison.
Areas of Focus
- Comprehensive Financial Planning
- Investment Advisory Services
- Employer Stock Planning
- Income Tax Planning
- Social Security & Medicare Planning
- Generational Wealth Transfer Planning
- Charitable Planning
- Succession Planning
- Business Owners & Families in Transition
- High Net-Worth Families
Affiliations & Credentials
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association, Member
- Chartered Advisor in Philanthropy®
Community Service
- Mount Michael Benedictine, Alumni Board Past President
- Lutz Gives Back, Volunteer
- Omaha CAP® Program, Member
Educational Background
- BSBA in Finance and Business Management, Eller College of Management - University of Arizona, Tuscon, AZ
Thought Leadership
Financial
2020 + The Year of the Roth IRA Conversion
Accounting
The SECURE Act + Planning Considerations for...
As often happens in Washington, speculation is just that, and Congress acts on its own timeline. ...
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Financial Planning
Being Mindful of the Social Security Tax Torpedo...
Social Security and Medicare are programs often at the forefront of retirees’ minds. The claiming ...
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