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    • Flow in the Media
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Schedule a Consultation
Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a Consultation
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a Consultation
Schedule a Consultation

Month: February 2023

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  2. Archives: February 2023

Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)

Block Woman looking at a wall with the word "Roth" written many times on it.

Congress passed the Secure 2.0 Act in late 2022. Why should you care? You shouldn’t. Much.

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401(k) legislation retirement savings tax planning taxes

Avoid These 5 Big Tax Mistakes with RSUs, Stock Options, and ESPP

Block Woman is wearing a battered tan-colored wool hat. There are 3 traps nearby: a cement block; a lasso; a green jungle camouflage.

Stock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes to stock compensation.

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espp RSUs stock options tax planning taxes
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