A Roth conversion can potentially save you a lot of money over your lifetime. It is a long-term (years or decades-long) strategy, to be sure. It is one that is usually talked about in the context of retirees.Continue reading
As much as I think most of investing is boring (and should be), I really enjoy the puzzle of what to do when I first start working with a client’s existing investment portfolio. And how I work through that puzzle might help you evaluate and improve your own investment portfolio.Continue reading
I rarely talk about investing in this blog. It has been on purpose.Continue reading
Do you know, more or less, how RSUs work, but ESPPs are a complete mystery? Join many of our clients in that confusion. And frankly they are stupidly complicated for the amount of money they’re worth to you.
And while Employee Stock Purchase Plans are fairly common in big public tech companies, they’re not nearly as common as RSUs. Google and Amazon, for example, have RSUs but not ESPPs.
This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about:
Should I be doing something with these?
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.Continue reading
If your tax season sucked (stressed out, last-minute activity, uncertainty, unexpectedly big tax payments), then, while the pain is still fresh, let’s think about how to make your life way less stressful next year.Continue reading
I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.Continue reading
Have you been hearing a lot about the tax proposals coming out of Washington D.C.? First it was President Biden’s back in April. In early September, it was the House Ways and Means Committee’s. And currently, as of the time of publishing, the tax proposal situation in Congress is anybody’s guess.Continue reading
As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”Continue reading