How Are Stock Options Taxed?
Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. There
Category: Tax planning
Tax planning and wealth building strategies from Kristin McKenna, CFP®. Tax-conscious wealth planning is critical for any high-income taxpayer: asset location and tax-efficient investing, stock option and equity compensation exercise and sale strategies, qualified small business stock, retirement income tax planning and bucketing strategies, deferred compensation, employer plans for business owners, charitable tax planning and donor-advised funds, reducing taxable income, changes in tax law.
Why Non-Deductible IRA Contributions Aren’t Worth It
Updated for 2024 – 2025. Investors often ask: should I be making nondeductible IRA contributions? In the vast majority of cases the answer is no.
Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The
83(b) Election: Tax Strategies for Unvested Company Stock
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re
Incentive Stock Options: Navigating AMT and AMT Credits
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
6 Tax Strategies for Incentive Stock Options and AMT
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to
5 Ways to Manage a Concentrated Stock Position
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock.
2024 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments. Also, the 2024 income tax brackets and long-term capital gains
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