If you are fortunate to work for a company that provides you with Restricted Stock Units (RSUs) or an Employee Stock Purchase Plan (ESPP), you may be sitting on a pile of company stock. In the early years, handling it may be straightforward: sell some and keep some. But as the value and number of shares grows,
You’ve been an excellent saver, funding as much as you can into your 401(k) every year. And now you’ve got a big 401(k) or IRA rollover (or both). Your retirement looks secure and you’re starting to think about what retirement is going to look like. It’s a nice problem to have. But what about taxes on distributions?
The loss of a spouse. This is a devastating event to say the least. Not only has one lost their life partner but also may see their entire financial situation changing. Financial changes are hard during the best of times however, when we add in the incredible sense of sadness and heartbreak this type of loss brings, it can really set the stage for a difficult journey.
We’re all glad to put 2020 behind us. Time to think about 2021, especially summer vacations. Will it be better than the socially-distanced summer of 2020? We hope so. Here are some things to think about to make sure you have a great summer.
Many companies announced stock splits this past year. Should you take advantage of these more affordable shares? Here's what to consider first.
Most tax preparers and tax software provide a Two-Year Tax Comparison page at the beginning of your tax return. Go dig it out. Think about each item. Did something change between this year and the prior year?