401(k) Plans 403(b) Plans Business owners Retirement Planning Secure Act SEP IRA Solo 401(k)Updated for 2021

Two Jobs, Two 401(k)s? Contributing to Multiple 401(k) Plans

Can I contribute to more than one retirement plan? This is a common question for individuals that have more than one job or run their own business part-time. Many workers in this situation wonder if they can contribute to two 401(k)s at once. Yes, you can have multiple active 401(k)s,…

Kristin McKennaMarch 29, 2017

Infographics ISOs Stock options Tax planning Updated for 2021

How Incentive Stock Options are Taxed

Updated for 2021. If you have incentive stock options, you'll want to know how your equity compensation will be taxed. When you sell incentive stock options, it's considered a qualifying or disqualifying disposition depending on your holding period. If you don't sell ISOs by the end of the calendar year…

Kristin McKennaSeptember 28, 2016

Cash Management Financial Planning Investing Updated for 2021

Are You Holding Too Much Cash? Here’s How Much You Should Have in Savings

Updated for 2021. You may want to think twice before taking the old saying cash is king too literally. In the low interest rate environment of the last decade, holding cash will yield a real negative return (after inflation and taxes). Yet there are circumstances where it is advisable to stay…

Kristin McKennaAugust 10, 2016

403(b) Plans IRA Rollover Job Transition Updated for 2021

What Happens to My 403(b) If I Get Fired or Laid Off?

If you get fired or laid off from your job, consider the options for your old 403(b). In most situations, rolling your 403(b) over to an IRA is the best option, but it's not your only choice. Here's what happens to your 403(b) if you get fired, laid off, or…

Kristin McKennaApril 20, 2016

Employee benefits Financial Planning Tax planning Updated for 2021

HSA vs. FSA: Differences Between Health Savings Accounts and Flexible Spending Accounts

Updated for 2021. What are the differences between a health savings account (HSA) vs flexible spending account (FSA)? While these accounts can provide significant tax savings for those who utilize them properly, there can also be hefty penalties if you don't know the rules. Not so eager to opt for…

Kristin McKennaNovember 4, 2015

403(b) Plans Financial planning for physicians IRA Rollover Job Transition Updated for 2021

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

Updated for 2021. 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…

Kristin McKennaOctober 14, 2015

Updated for 2021

Two Jobs, Two 401(k)s? Contributing to Multiple 401(k) Plans

How Incentive Stock Options are Taxed

Are You Holding Too Much Cash? Here’s How Much You Should Have in Savings

What Happens to My 403(b) If I Get Fired or Laid Off?

HSA vs. FSA: Differences Between Health Savings Accounts and Flexible Spending Accounts

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

Popular Posts

― Concord Office ―
801 Main Street
Concord, MA 01742
(978) 369-5144

― Boston Office ―
745 Atlantic Avenue, 8th Floor
Boston, MA 02111
(617) 330-5090

Updated for 2021

Two Jobs, Two 401(k)s? Contributing to Multiple 401(k) Plans

How Incentive Stock Options are Taxed

Are You Holding Too Much Cash? Here’s How Much You Should Have in Savings

What Happens to My 403(b) If I Get Fired or Laid Off?

HSA vs. FSA: Differences Between Health Savings Accounts and Flexible Spending Accounts

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

Popular Posts

― Concord Office ― 801 Main Street Concord, MA 01742 (978) 369-5144

― Boston Office ― 745 Atlantic Avenue, 8th Floor Boston, MA 02111 (617) 330-5090

― Concord Office ―
801 Main Street
Concord, MA 01742
(978) 369-5144

― Boston Office ―
745 Atlantic Avenue, 8th Floor
Boston, MA 02111
(617) 330-5090