How to Donate Stock to Charity: Donor-Advised Funds

Giving appreciated stocks can be a great way to maximize your gift to charity and your tax benefits. When you donate cash, you’re giving after-tax

Avoid the Double Tax Trap When Making Non-Deductible IRA Contributions

Updated for 2023. Anyone with earned income can make a non-deductible (after tax) contribution to an IRA and benefit from tax-deferred growth. But it may

Explaining the Backdoor Roth and Mega Backdoor Roth IRA

Updated for 2023. Many individuals have heard of the backdoor Roth before, but the mega backdoor Roth is getting a lot of attention recently. Here

Managing Stock Options in a Direct Listing – Going Public Without an IPO

What happens to stock options if a company goes public without an IPO? A Direct Public Offering (DPO) or direct listing is a way for

What Does an IPO Mean for Employees? What to Do When Your Company Goes Public.

What does an IPO mean for employees? And what should you do when your company is about to go public? For early-stage employees and executives with

How Much Money Do You Need to Retire Comfortably At 60?

How much money do you need to retire at 60? That depends entirely on how much you plan to spend in retirement. Absent a large

What is a Brokerage Account? Reasons to Use a Brokerage Account

What is a brokerage account? A brokerage account is a non-retirement investment account. Essentially, a brokerage account is the opposite of a retirement account like

Inheriting a Trust Fund: Distributions to Beneficiaries

If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information