Updated for 2020

Business ownersRetirement PlanningSEP IRAUpdated for 2020

The IRA for the Self-Employed: Tax & Retirement Planning with a SEP IRA

The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by self-employed small business owners (sole proprietors, partnerships, C and S corporations), and the self-employed. Unlike most types of retirement plans, the SEP IRA is almost always funded exclusively by the employer – employees generally cannot contribute to this…
November 23, 2016
RSUsUpdated for 2020

Managing Restricted Stock Units

Updated for 2020. Restricted stock units 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 for…
May 4, 2016