What You Need to Know About the SECURE Act

what you need to know about thesecure act 2020

Are you feeling insecure about the SECURE Act? Well, knowledge is power. Here’s what you need to know. The SECURE Act is the retirement bill signed into law in December that changes a number of rules related to tax-advantaged retirement accounts. In case you’re wondering what SECURE stands for, the full name of the act […]

April 15th is Closer than You Think!

Welcome to 2020! I hope your year will be happy and prosperous! Not to ruin your New Years’ buzz, but April 15th – tax day – is just around the corner. Now is a good time to start gathering the various forms, documents, receipts, etc. that you will need to file your taxes. Set aside […]

Grow Your After-Tax Retirement Savings Via a Mega Backdoor Roth

growing retirement savings

Does your company have an in-plan Roth conversion program? Are you taking advantage of it? If not, you may be missing out on one of the best retirement savings strategies than has come along in years. A Mega Backdoor Roth, as it’s called, allows you to contribute additional after-tax dollars over and above the annual […]

Understanding Your Pay Stub – Where Does the Money Go?

Have you ever looked at your paycheck and wondered why the amount is so much less than you thought it would be? It certainly doesn’t equal your annual salary divided by the number of paychecks you get in a year. Where does all the money go? Understanding the deductions printed on your pay stub – […]

What to Do When “You’ve Got Mail” from the IRS

There are few notifications that evoke as much panic as a letter from the IRS. And while it might be tempting to just ignore it (NOT a good idea) or simply comply and be done with it (also not a good idea), here’s the thing: often these letters are the result of an IRS mistake. […]

5 Steps to Solve Your IPO Tax Issues

ipo and taxes

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3 Reasons January is the Best Month to Exercise ISO

Exercising ISO in January stock options

  Every December, the KB Advisors team is inevitably flooded with calls from people who are rushing to exercise incentive stock options (ISO) before December 31st. They want to make sure they exercise what they can in the current year without triggering the alternative minimum tax (AMT). This influx of calls is always exciting for […]

How to Think About Stock Price vs Future Tax Savings

should i sell my stock options

  “I know that if I hold for one year I get to pay a lower tax.” I can’t tell you how many times I’ve heard that as a financial planner working with tech professionals. When it comes to stock options or RSUs, people often get stuck focusing on taxes. It’s true that holding shares […]

3 Tax Things to Beware of After IPO

  Initial public offerings, or IPOs, have had a dramatic increase over the course of 2018. Tech employees can expect this trend to continue into 2019 and beyond, which is incredibly exciting! Current and former tech employees who hold stock options and shares often have questions about what to expect, or what actions they’ll need […]