Category: Taxes

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Restricted Stock Unit Tax Projections

Restricted Stock Units (RSUs) Tax Calculator

Use the RSU Tax Calculator to estimate the impact of taxes when your RSUs vest. You can also calculate your employer stock concentration after vesting.


April 23, 2019 0

Employee Stock Purchase Plan (ESPP) Calculator

Use the calculator to estimate your potentially guaranteed return rate on your employer stock purchase plan (ESPP). The only way to lock in the return is to try and sell the shares as soon as they are purchased. This will result in taxes being recognized in the year of the sale, which you can also project in the calculator below. Depending on the demand for this calculator, I may add additional features like hypothetical tax…
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April 23, 2019 0
ESPP Strategy Guide

Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…
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February 1, 2019 0

Last Minute Tax Planning Ideas Before Your File for 2018

Have you procrastinated with your tax planning strategies or retirement planning? There are a still a few tricks to help you change your 2018 tax situation. Before you file your 2018 taxes consider a few last minute planning ideas to Level Up your financial planning situation and possibly increase your refund amount.   Retirement Account Contributions Did you know you can actually make retirement account contributions for the prior year? You have until the tax…
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January 23, 2019 0
Should I Do a Roth Conversion

Should I Do a Roth Conversion This Year Strategy Guide

  With the end of the tax year approaching for 2018, you may want to consider whether you should do a Roth conversion this year. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook. The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy…
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December 2, 2018 0
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