How to Negotiate Equity in a Private Company or Startup
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job
Category: Employee benefits
5 Big Changes to Roth Accounts in Secure Act 2.0
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
Should You Take a Pension or a Lump Sum?
Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though
What Happens to Stock Options After a Failed IPO?
What Happens to Stock Options After a Failed IPO? WeWork (now called The We Company) was just steps from a historic initial public offering when
Beware of the Deferred Compensation Plan
Updated for 2025. If a deferred compensation plan a good idea? A nonqualified deferred compensation plan (NQDC) or supplemental executive retirement plan (SERP) allows executives
Saving for Retirement with a 401(k) Plan
Updated for 2021. One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets
The Best Ways to Build Wealth
What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn’t sexy or complicated. The
Are You Holding Employer Stock in Your Retirement Plan?
Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms