RSU vs. Stock Option: Paths to Sudden Wealth
Reports of a recent survey of Nvidia employees show approximately 80% of employees are millionaires and 50% are worth over…
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Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands,…
Year-end Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print”…
Making a Charitable Contribution: When to Give Cash and When to Gift Stock
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to…
Over the Income Limit? Try a Backdoor Roth Conversion
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This…
How the SECURE Act 2.0 Changed RMDs
In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help…