Getting Your Financial Ducks In A Row

MARCH 10, 2025

Since you are not taxed on each dollar that has been deferred into the retirement account, your “take home” pay only reduces by the amount that is left over after taxation. For example, if you’re in the 25% income tax bracket, generally your income will only reduce by 75¢ for every dollar that you defer into your retirement plan.

Retirement Planning 52

Retirement Planning Retirement Planning Compensation Planning 52

Zajac Group

MARCH 20, 2023

For some, concentration risk might mean holding any amount of a single stock position in a company they work for. For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity. If so, you may find it’s time to unload the shares.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Zajac Group

JANUARY 10, 2023

After all, there is plenty to think about if you’ve been granted equity compensation. You might become mired in taxing technicalities, including AMT calculations. Can’t decide how to decide what to do with your equity compensation? Above that, you should also carve out the amount you’ll need to cover any taxes due on the sale.

Taxes 52

Taxes Planning Financial Planning Sales 52