Why Should I Consider a Roth Conversion?
A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…
By Jacob LaRue
September 14, 2023
What Are 529 Plans?
A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…
By Jacob LaRue
September 7, 2023
Qualified Charitable Distributions (QCDs): The Basics
Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…
By Jacob LaRue
August 31, 2023
What Are the Investment Decisions to Consider with RSUs?
Restricted Stock Units or RSUs are an amazing employee benefit. However, there are investment decisions to consider when looking at RSUs. For instance, the tax implications of restricted stock units or liquidity. Be Sure to Read:…
By Jacob LaRue
August 9, 2023
Should I Hold My RSUs After Vesting?
When deciding whether to hold recently vested Restricted Stock Units or RSUs one needs to carefully consider the pros and cons of doing so. Also, be sure to read the first part in this series “What…
By Jacob LaRue
June 28, 2023
What are RSUs?
Restricted Stock Units or RSUs are a common way for companies to offer additional pay to their executives, directors, and other key employees in the form of company stock. The 4 Key Components of RSUs: The…
By Jacob LaRue
May 21, 2023
