A Savings Incentive Match Plan for Employees, referred to as a SIMPLE IRA, is a retirement plan specifically for small business owners. The SIMPLE...
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03/05/21
02/05/21
Using net unrealized appreciation (NUA) to reduce your taxes in retirement
Failing to prepare a comprehensive tax strategy is a quick way to turn your retirement into a not so rosy picture. Taxes impact retirees in many...
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01/15/21
4 creative strategies to manage your future Required Minimum Distributions (RMDs) before they cost you precious retirement dollars
If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Once you begin...
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12/04/20
Postnuptial: Tackling wealth conversations with your spouse after your wedding day
Over the course of your marriage, your wealth will evolve. As future goals become your reality, your perspective on your wealth will shift. Before...
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10/30/20
Don’t be intimidated by your Non-Qualified stock options – Learn the basics to realize their potential
Non-qualified stock options are a benefit often provided to employees as part of their compensation package. If you’ve received a grant, there...
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09/25/20
Giving via a donor-advised fund: Is it right for you?
Being in the position to be able to use your financial resources to give charitably is a beautiful thing. Once you reach the point in your financial...
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07/31/20
Follow the Roth IRA distribution rules and reap the rewards
Several relevant provisions of the Tax Cuts and Job Act (TCJA) are on track to expire in 2025. Taxpayers today are benefitting from the TCJA’s...
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04/02/20
Have a plan to manage your Restricted Stock Units (RSUs) to Improve your long-term financial success
Restricted Stock Units (RSUs) are a future promise of stock-based compensations offered to employees as part of their total benefits package. While...
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11/04/19
Boost your tax-efficiency with a powerful strategic giving plan
Towards the end of the year, we all begin to think about giving. Do you know how to implement a year-round strategic giving strategy? Specifically,...
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10/03/19
Reduce your retirement risk with an effective retirement distribution strategy before it’s too late
Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses...
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