IRS Throws IRA Beneficiaries a Curve Ball
This updated guidance from the IRS for distributing Inherited IRAs would substantially constrain tax planning flexibility for most non-spouse beneficiaries if adopted as proposed.
Should I Rollover My Old 401K?
After changing jobs, many wonder what to do with a 401k account at their former employer. While some make the mistake of simply withdrawing their 401k balance, there are three practical alternatives
2022 Tax Year: 5 Issues to Ponder Today
Increased 401(k) contribution limits, corrected 1099 forms, new IRS life expectancy tables, Qualified Charitable Distributions mistakes, and backdoor Roth IRA Conversions... Oh My!
Three Challenges for Employees Dealing with Stock Compensation
Stock-based compensation is expanding to more and more companies. Yet, employees are left fending for themselves to make the most of it. Here are 3 challenges and ideas on dealing with them.
You Should Definitely (Not?) Pay Down Your Mortgage Early If . . .
Better off pre-paying your home mortgage or putting that money into long-term investments? A few things to consider...
The ABCs of Stock Compensation
Stock-based compensation has become an increasingly popular way for both public and private companies to attract and retain highly skilled employees in a competitive job market. Understanding the potential risk and return—along with the tax implications—of these various compensation schemes is crucial.