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
Converting a Traditional IRA to a Roth Before or During Retirement
It doesn’t always make sense to convert a traditional IRA to a Roth IRA. Your current and projected tax rate is often a main component
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
3 Retirement Plans for Small Businesses: How They Compare
What’s the best retirement plan for small businesses? Business owners with employees have several options: traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA
Beware of the Deferred Compensation Plan
If a deferred compensation plan a good idea? A nonqualified deferred compensation plan (NQDC) or supplemental executive retirement plan (SERP) allows executives to defer income
Can You Save Too Much for Retirement?
With regular headlines reporting on the retirement savings shortfall facing many Americans, it may seem odd to consider whether it’s possible to save too much
Transferring Benefits When Switching Jobs
A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan
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