How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. In this episode, we consider the planning…
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Debt Ceiling Déjà Vu
Here we go again. Republicans and Democrats are squaring off over whether to raise the debt ceiling. The country is facing a partial government shutdown if Congress fails to act…
Everything You Need to Know About Roth IRAs
A Roth IRA is an individual retirement account that allows for tax free growth of retirement funds. While you receive no tax benefit or deduction at the time of contribution,…
Financial Milestones that Create Opportunities, Ep #146
We all have those milestones in life that we enjoy reflecting on or looking forward to. Graduations, weddings, and births of children are a few that stick out. However, there…
The 4 Mistakes Tech Employees Make With Their RSUs (And How to Avoid Them)
Equity compensation has increasingly been used as part of tech employee’s annual compensation. The most popular form we see are Restricted Stock Units (RSUs). They’re also one of the easiest…
Financial Planning Strategies for Grandparents, Ep #145
With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with…
Stop the Show!
How flexible is your retirement income strategy? When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.” She sent Jerry…
Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep 144
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, looking for alternative…
Should You Rollover Your Retirement Plan While You Are Still Employed?
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Keep…
3 Key Areas to Analyze for your Stock Options, Ep #143
Will Holt and Chad Smith
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us…
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We break down some of the most important questions we are asked on a regular basis.