Zajac Group

OCTOBER 17, 2024

For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). Each taxpayer receives a copy of their K-1, which they then use to complete their own tax return.

Taxes 52

Taxes Investing Investments Distribution 52

Zajac Group

MARCH 20, 2023

Reason #2 – A Belief that the Stock Will Go Up: Fear of missing out, or fear of making a mistake on the sale of your stock (particularly if it has been outperforming), may influence your decision not to sell and diversify. Reason #5 – Tax Tradeoffs: So much of equity compensation and the decision to sell (or not sell) is tied to income tax.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

eMoney Advisor

MARCH 21, 2023

” Tax-loss Harvesting The rebalancing described above may also involve the implementation of tax-loss harvesting—the timely selling of securities at a loss to offset the amount of capital gains tax owed from selling profitable assets. When the market is down, Roth conversions are essentially on sale. February 16.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Zajac Group

MARCH 24, 2022

The primary reason to file an 83(b) election is that you believe that by doing so, you will pay less tax than you would have had you simply waited and allowed the awards to vest in the ordinary course. The value of the restricted stock upon delivery of shares is taxed as ordinary income. Taxable Income” x “Tax Rate” = “Total Tax Due”.

Taxes 52

Taxes Sales Wealth Accumulation Investing 52

Zajac Group

JULY 8, 2024

Regardless of the type, equity compensation is a way for companies to attract , motivate , and retain key employees: Attract : The appeal of a lucrative equity compensation package, offering the potential for significant wealth accumulation, can be a compelling factor in attracting key employees. The value is taxed as ordinary income.

Taxes 52

Taxes Numbers Wealth Accumulation Planning 52

WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. This can be a tax-efficient vehicle for retirement planning and wealth transfer.

Investing 45

Investing Investments Financial Advisor Taxes 45

Zajac Group

MARCH 3, 2023

And PSAs may require you to meet or exceed specific business targets, such as Total Shareholder Return, EBITDA, EPS, sales, revenue, explicit industry or peer benchmarks, etc. Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware.

Taxes 52

Taxes Tax Planning Planning Financial Planning 52