As a single 26-year-old in 2014 I established a 529 College Savings Plan for a kid I didn’t have with a gal I had yet to meet. While life circumstances are not terribly different today from when they were back then - there’s a two-part reason as to why I wanted to get a head start on 529 planning.[/e[e...
A Deferred Compensation Plan (DCP) is an exclusive benefit that certain employers provide for their highly compensated employees.
The plan is similar to your 401(k) as it allows you to contribute and invest dollars on a pre-tax basis, reducing taxable income...
A liquidity event, such as an IPO or acquisition, is a huge accomplishment for any business.
It is extremely satisfying to see your hard work pay off. Yet, as exciting as this time may be – it also brings a lot of questions regard...
What is a Health Savings Account (HSA)?
Health Savings Accounts (HSA) allows you to use pre-tax income for eligible medical expenses. It is linked to a high-deductible health plan (HDHP) and is intended to cover the out-of-pocket costs.
The HSA is a tax-advantage savings account and provides y...
In 2023, you can potentially contribute thousands to a Roth using the Mega Backdoor Roth provision within your 401(k).
The Mega Backdoor Roth allows you to contribute after-tax dollars to your 401(k) and convert those dollars to Roth.[/e[et_pb_tex...
