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!
Increased 401(k) contribution limits, corrected 1099 forms, new IRS life expectancy tables, Qualified Charitable Distributions mistakes, and backdoor Roth IRA Conversions... Oh My!
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.
Better off pre-paying your home mortgage or putting that money into long-term investments? A few things to consider...
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.
As you think about your charitable-giving strategies for 2021 and beyond, here are some key considerations...
In the next few decades, the global economy will need to lower its carbon footprint and continue improving social and governance standards. This will be disruptive and provide both investment opportunities and risks. For environmentally and socially concerned investors, what are the options?