Insights
Insights
Practical education on retirement, taxes, investing, and employee benefits.
Benefits & Equity Comp
Maximizing Your ESPP Benefit
A five-step framework for evaluating your Employee Stock Purchase Plan: the plan terms that matter, how to estimate your return, and how to decide whether to sell or hold.
Sep 1, 2021
Retirement
Teachers: Don't Be Fooled by the "Tax-Sheltered Annuity" Account
The 403(b) is the main retirement account for teachers and other non-profit employees, but the “tax-sheltered annuity” label can hide a costly annuity contract. Here is how to tell what you actually own.
Jun 2, 2020
Taxes & Planning
Roth Conversions Add Flexibility and Control
Pre-tax or Roth is not an either-or decision. Converting strategically along the way can capture a tax break today and tax-free flexibility in retirement.
May 11, 2020
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