Retirement Planning

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...
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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...
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Compound Interest
Compound Interest
Einstein’s quote speaks to how powerful years of compounded returns can be. Compound interest is unlike simple interest because you’re earning interest on interest over time. This creates a snowball effect as your money multiplies on itself. We often preach,...
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how much money do i need to retire
How Much Money Do You Need to Retire?
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If you're in your 50s or 60s, undoubtedly you've asked yourself this question at least once: "how much money do I need to retire?". Maybe retirement is right around the corner, or maybe you're looking years or decades out into...
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whats the difference between a roth ira and a traditional ira
Roth IRA vs. Traditional IRA: What’s the Difference?
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  Quick Summary When it comes to saving for retirement, the major question is Roth IRA vs Traditional IRA...what's the difference? This blog will teach you all the similarities and differences of Roth IRA vs Traditional IRA, and help you...
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