Category

Updated for 2020

RSUsStock optionsUpdated for 2020

Managing Restricted Stock Units

Updated for 2020. RSUs are equity grants from your employer. When granted, the shares have no tax or income implications as they are still considered "unearned." To earn the shares, employees must meet vesting requirements set forth by the employer. Many public companies will require time-based vesting but could also…
May 4, 2016
403(b) PlansFinancial planning for physiciansIRA RolloverJob TransitionRetirement PlanningSecure ActUpdated for 2020

What Should You Do With Your Old 403(b)? Here Are Four Options.

Updated for 2020. For doctors and medical professionals, switching hospitals often means starting a new 403(b) retirement plan. Before leaving, consider your options for the old plan. In most instances, it makes sense to roll the old 403(b) plan into an IRA account. However, it is important to know what…
October 14, 2015