Explaining the Backdoor Roth and Mega Backdoor Roth IRA
Updated for 2024. Many individuals have heard of the backdoor Roth before, but the mega backdoor Roth is getting a lot of attention recently. Here
Updated for 2024. Many individuals have heard of the backdoor Roth before, but the mega backdoor Roth is getting a lot of attention recently. Here
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? And what should you do when your company is about to go public? For early-stage employees and executives with
As part of the Secure Act, most adults who inherit a 401(k) from a parent must take the money in 10 years. Depending on your
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
Having the option to take an early retirement is a really nice thing to have. But is 55 too early to retire? If you want
Deciding whether or not to take the offer of a voluntary early retirement package or buyout from an employer is a big decision. Taking an
How are stock options taxed? If you have stock options or equity-based compensation as a large part of your income, the tax treatment of your stock
What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to your benefit. If
Updated for 2024. What are your 401(k) rollover options? You may consider rolling over an old 401(k) to a Roth IRA, which is properly described