News and Updates
Inheriting a Traditional IRA: How to Manage the 10-Year Tax Rule
Inherited an IRA? Here’s What the 10-Year Rule Really Means for Your Taxes Inheriting a large traditional IRA can feel like a windfall and a burden at the same time. […]
Why Your Employer Is Paying You in Stock Instead of Cash
If your employer has announced a shift toward stock-based compensation, you might be wondering what’s actually driving that decision. Is it better for the company? What does it mean for […]
Stock Compensation, Inherited IRA Taxes, and Documenting Family Legacy
Transcript Intro Stephan Shipe: This week, we begin by examining why some publicly traded companies compensate employees with stock rather than cash, and how equity-based compensation changes incentives, liquidity, and […]
Self-Pay, Concierge Care, and the Coverage Gap You May Not See Coming
If you’ve reached financial independence and you’re rethinking your health insurance setup, you’re not alone. A question I hear often from people in the $10 million-plus range goes something like […]
Rebalancing vs. Market Timing: What to Do When Your Portfolio Gets Out of Whack
If you have watched your large-cap tech allocation balloon over the past few years, you are not alone. AI-related stocks have had a remarkable run, and for many investors, what […]
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