Key Points Introduction As a savvy investor, it’s essential to understand the intricacies of alternative minimum tax (AMT) and incentive stock options (ISO). When it comes to exercising an ISO, it’s crucial to be aware of the ISO credit for AMT exercise, which can help you reduce your tax bill. The ISO credit for AMT […]
Personal Finance
Financial advisor vs financial consultant; what’s the difference and which is better for you?
Financial advisor vs financial consultant; what’s the difference and which is better for you?
Key Points Introduction Deciding which financial professional to work with can be a daunting task. It’s important to understand the different types of services they offer and how they can help you reach your financial goals. One of the most common questions people have is whether to work with a financial advisor or a financial […]
Are Index Funds and Mutual Funds The Same Thing?
Are Index Funds and Mutual Funds The Same Thing?
Key Points Introduction Investing in the stock market can be an intimidating experience, especially for those who are new to it. With so many different options available, it can be difficult to know what type of investment would be right for you. Two popular investment vehicles are index funds and mutual funds—but is there a […]
The Comprehensive Guide For Qualified Distributions from Roth IRAs
The Comprehensive Guide For Qualified Distributions from Roth IRAs
Key Points Introduction A Roth IRA is a unique retirement account that offers some attractive benefits, including the ability to take qualified distributions without having to pay taxes on the money. But what exactly is a qualified distribution? And how do you know if you’re eligible to take one? In this blog post, we will […]
Qualified Dividends: here’s how they work and how they’re different from other dividends
Qualified Dividends: here’s how they work and how they’re different from other dividends
Key Points Introduction If you’re reading this article, you probably are wondering “What is a qualified dividend?” and “How do qualified dividends work?”. Qualified dividends are a type of investment income that you’re paid from a dividend-paying stock. What makes them unique is, they’re subject to special tax treatment (typically lower tax rates). If you […]
Restricted Stock Units (RSUs/RSU): What You Need To Know
Restricted Stock Units (RSUs/RSU): What You Need To Know
Key Points Introduction 2022 was a fantastic year for employees everywhere. Corporate perks, 10% raises, free gym memberships, unlimited PTO, and kombucha on tap in the breakroom. These killer benefits have led to numerous firms being recognized as “top employers” but at the end of the day, we work because we want more money. Do […]