Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Rabbi Trusts
A rabbi trust helps protect employees’ deferred compensation by holding the plan assets apart from the corporation. Read more in this Business Tip.
What Employers Need to Know about Workers' Compensation Insurance
By law, businesses are 100 percent responsible for providing workers’ compensation benefits. Learn all about it in this Insurance Tip.
Fringe Benefits
Some employee benefits may be subject to income tax to the employee if they discriminate in favor of executives. Read more in this Tax Tip.
Signs of a Housing Recovery?
For the economy as a whole, rising home prices often serve as an indicator that the economy is performing better. Read more in this Financial Tip.
Volatile Market on Fears Fed Will Taper Treasury Buying
The market sea-sawed most sessions during the week to end down amid fears the Fed will soon taper its bond buying program.
Risk-Adjusted Return
The “Money Talks” hosts discuss how volatility and return determine the amount of risk in your portfolio.
Q&A Time: Small-Mid Cap Value Funds, Stop-Loss Orders and American Tower Corp.
The “Money Talks” hosts address questions from listeners about stop-loss orders and a communications tower REIT.
Restricted Stock: Benefits, Taxation and Planning Issues
Hosts discuss the taxation and planning issues of restricted stock.
Restricted Stock Tax Rate Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article