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Blog
If you've been offered stock options as part of your compensation package, you probably have a lot of questions about if, when and how to exercise them. Stock options can be a powerful investment tool because they allow you to purchase stock in your company at a discounted rate.
Blog
You spent years–even decades–contributing to your company’s 401(k) retirement plan. Now, it’s time to withdraw those funds so you can use them. Typically, money taken from your employer’s retirement plan is transferred directly into a rollover IRA to avoid being immediately taxed. Sure, when the time comes, it’ll be taxed as ordinary income, but that can be tomorrow’s problem.
Blog
With soaring home values, many sellers expect a sizable profit when listing their property—and it certainly feels great to get a high price for the sale of your home. However, in some cases, the IRS may want a piece of the action.
Blog
Paying income taxes is something a lot of us never really stop to think about. While working, a certain amount gets taken out of each paycheck (called a “withholding”) to pay the taxes we expect to owe. These withholdings end up being enough to satisfy our income tax liability until tax season rolls around–at which time we either pay more in or get some money back when we file our tax returns.
Blog
Markets experience ups and downs, and while that may be disconcerting as you look at your portfolio, you might be in a situation with a unique tax planning opportunity.
Blog
Thinking about a Roth IRA conversion? Get clear answers to 3 common tax questions, including how conversions are taxed, when to convert, and how to pay the tax bill smartly.
Blog
For investors who make a savvy move and wind up with a sizeable capital gain, there can be few things that are more satisfying. Perhaps the only downside is the tax bill you may face from the gain.
If the capital gain is unusually high, you may find that the costs associated with the gain are higher than you expected. A caller to our radio program recently found himself in that predicament and asked us the following question: