Backdoor Roth IRA – Why and How
Putting money in a 401(k) plan is essentially a bet that your tax rate in retirement will be lower than it is now. Generally, this is a safe bet – you’re not working, so you should have
What is the real dollar value of a 529 Plan?
AFO|Wealth Management Forward2022-06-22T15:39:49+00:00There are many common misconceptions about 529s, but the ones I hear most often is with regards to their tax benefits. While it is true that most states offer an income tax deduction
How am I Taxed When My Employer Pays me With Stock?
AFO|Wealth Management Forward2022-06-22T15:39:54+00:00There are three common types of equity compensation – Restricted Stock Units, Incentive Stock Options, and Non Qualified Stock Options. They all operate differently as financial . . .