Tag: tax planning

Do You Have Too Much Company Stock?

For high-net-worth executives, equity compensation is simply part of the game. But when you’re consistently paid (bonuses, salary, etc.) in company stock, it’s easy to accumulate too much. Today we’ll review how high-profile executives can better manage their company’s equity and actively avoid concentration risk. What’s Too Much Company Stock? The answer to this question […]

Here’s What High-Earners Need To Know About Roth Conversions

Roth conversions are here to stay (for now), so here’s what they are, how they work, and how high-earners can consider leveraging them throughout their careers. What Is A Roth Conversion? A Roth conversion is a strategy that allows you to convert all (or a portion) of your pre-tax retirement accounts (IRA, 401k, etc.) into […]