Learn How to Avoid These Five Financial Mistakes If you’ve earned equity as part of your compensation — through stock options, RSUs, or ESPPs — you may be holding more complexity than you realize. Without thoughtful planning, equity can lead to unexpected taxes, timing mistakes, and missed opportunities for wealth creation. Here are five of the most common mistakes high-income earners make with equity compensation — and how [...]

Let's talk about Roth Conversions. First, what is a Roth Conversion? Well, you may have heard of it as a “Back Door Conversion” or some type of tax loophole, but we are going to stick with Roth Conversion for today. The simple definition is this; Take Traditional Contributions that are already in retirement accounts and convert them to a Roth IRA by paying the taxes from non-retirement assets. [...]

This month we will be covering a deceivingly complex topic, “Traditional vs. Roth: Is it That Simple?" Now, most people we talk to have at least heard of the different terms, but the problem is that there are now so many ways to describe these two simple things that most people just get fed up with trying to figure it out. First, let’s list some of these. Traditional Contributions [...]