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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

So I bought Silicon Valley Bank options (SVB) right after it got cut in halfbut right before it went to zero. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. Both were possible; neither was analyst consensus at the time.

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When is the Best Time for a Roth Conversion?

Darrow Wealth Management

No required minimum distributions (RMDs) for the original account owner Unlike IRAs and qualified retirement plans, a Roth IRA is unique in that required minimum distributions are not required during the original account owners lifetime. A spouse may also elect to defer RMDs if they inherit the account.

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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests. rate is comprised of two components: 12.4%

Taxes 52
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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. I took a lot of math classes. I couldn’t give up math in computer science. Velina Peneva : So when I was a junior in college, I tried to get an internship and I was looking at the typical paths of consulting or banking.

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What Triggers an IRS Audit?

Harness Wealth

Math errors and typos Minor mathematical errors and typos can disrupt the IRS’s automated processing systems and can result in discrepancies that can flag your return for manual review. Foreign accounts Failure to report foreign bank accounts, financial assets, or income can result in severe penalties and trigger an audit.

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15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

Financial planning services 12. Any workplace has to have a cleaner- a bank, office spaces, classrooms, hotels, and lobbies. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Childcare/daycare 6.

Economy 69
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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

He’s got a fascinating background at both Bank America, Merrill Lynch, and since 2009 at BGI and BlackRock. Always the career plan. It’s sort of like math with dollar signs attached to it. Tell us a little bit about your time at Bank America Merrill Lynch. I thought this conversation was really fascinating.

Portfolio 130