Social Security Strategies for Married Couples with Unequal Incomes
How should couples file for Social Security benefits if they have unequal incomes? It isn’t always advantageous to wait until age 70 to file for
How should couples file for Social Security benefits if they have unequal incomes? It isn’t always advantageous to wait until age 70 to file for
The debate about whether investors can regularly ‘beat’ the market by timing when to buy and sell is not new. At the most basic level,
When to take Social Security benefits is a decision every retiree or pre-retiree will ultimately face. Some situations are easier to navigate than others. For
If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options
How is a 403(b) different from a 401(k)? (Updated for 2021). Although 401(k) and 403(b) retirement plans are very similar, there are some key differences
Financial planning is an important step for couples and families, but often tasks get put on the back burner as life gets busy. These are
What’s the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a
Updated for 2022. Business owners have several retirement plans to choose from. For small companies, the SEP IRA and Solo 401(k) are the most common.
Updated for 2024. When you sell incentive stock options, it’s considered a qualifying or disqualifying disposition depending on your holding period. If you don’t sell
Updated for 2023. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and