What Happens to Stock Options in a SPAC Merger?
Although the most common way for a company to go public is through the traditional initial public offering (IPO) process, it’s not the only method.
Category: Updated for 2022
3 Strategies to Minimize Taxes on Required Minimum Distributions (RMDs)
Looking for ways to minimize taxes on RMDs? For wealthy retirees, mandatory distributions from retirement accounts can cause taxes to increase sharply. As with all
SEP IRA vs Solo 401(k): What’s the Best Retirement Plan for Small Business Owners?
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.
Asset Protection For Retirement Plan Rollovers
A popular strategy for investors changing employers is a 403(b) or 401(k) rollover to an IRA. But it doesn’t make sense in every situation and
Managing Restricted Stock Units
Updated for 2022. Restricted stock units are equity grants from your employer. When granted, the shares have no tax or income implications as they are
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
How Your Brokerage Account is Taxed
How is a brokerage account taxed? Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b).
What Should You Do With Your Old 403(b)? Here Are Four Options.
Updated for 2022. For doctors and medical professionals, switching hospitals often means starting a new 403(b) retirement plan. Before leaving, consider your options for the