Retirement Planning

backdoor roth ira
What is a Backdoor Roth IRA?
We’ve spent time in previous blog posts discussing the basics of Roth IRAs and the differences between them and Traditional IRAs. A Roth IRA can be an effective tool to save for retirement through tax-free growth of dividends, interest, and...
continue reading
Solo 401(K)
What is a Solo 401(k)?
Most Americans in the workforce save for retirement by contributing to their employer-sponsored plans. But how do self-employed individuals save for retirement? Today, we are going to talk about Solo 401(k)’s. To understand how a Solo 401(k) works, let’s recap...
continue reading
Should I Start Social Security at 62?
||,
There’s an old saying: “just because you can do something, doesn’t mean you should”. This is a helpful framework to think about Social Security. Since you’re reading this blog post, you might be approaching (and thinking about) retirement. If so...
continue reading
Section 83(b) Election
A section 83(b) election allows employees with Restricted Stock Units (RSUs) to pay taxes in advance. If you do not opt for an 83(b) election with RSUs, you simply pay ordinary income as your shares vest every year (See our...
continue reading
Restricted Stock Units
Restricted Stock Units
Today, we are going to explore Restricted Stock Units (RSUs). Many private and publicly traded companies grant RSUs to employees as part of their compensation plan. RSUs incentivize employees to stay with a company for several years while also working...
continue reading