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What to do After Inheriting a Retirement Account from a Parent
Just inherited an IRA from a parent? Here are the distribution rules. If you’ve just inherited a retirement account like an IRA or 401(k) from
83(b) Election: Tax Strategies for Unvested Company Stock
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re
Major Tax Changes Are Coming in 2026. Are You Ready?
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. The TCJA has many
What Should Investors Expect from the Market this Election Cycle?
Investors shouldn’t fret about the upcoming presidential election. And they definitely shouldn’t let politics upend their long-term financial plans. Why? Because historically, financial markets have
Stock Market Performance by President (in Charts)
As the next U.S. presidential election nears, investors may be wondering what the implications are for their investments. How will the stock market react if
What to Do When a Parent Dies and You’re the Executor
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a
What Should You Do with a Cash Windfall?
What to Do With a Sudden Cash Windfall Wondering what to do with a sudden financial windfall? The first step is to hold off on
The Growing Appeal of Semi-Retirement
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in
Incentive Stock Options: Navigating AMT and AMT Credits
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
6 Tax Strategies for Incentive Stock Options and AMT
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to
Using a Securities-Backed Line of Credit to Buy a Home
A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is
5 Ways to Manage a Concentrated Stock Position
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock.
Make a Mark with These Financial Gift Ideas
It’s hard to come up with good gift ideas, especially over the holidays if you have a lot of people to shop for. Unfortunately, giving
Is Retirement a Good Time for Roth Conversions?
If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you’re still working
2024 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments. Also, the 2024 income tax brackets and long-term capital gains
Deciding What To Do When You Inherit A House
Of all the types of assets, real estate is usually the most emotional. It is, after all, difficult to make memories in a mutual fund
Starting a Home Renovation? Don’t Ignore These Key Insurance Risks
More homeowners have been renovating their homes instead of buying due to housing prices. While continuing to build equity in your home can be advantageous
Should You Exercise Stock Options During a Pre-IPO Window?
Is exercising stock options right before a company goes public a good idea? Employees with pre-IPO incentive or non-qualified stock options often wonder if they