year-end tax planning

Nonqualified deferred comp pitfalls (vesting, penalties, taxes)

Have you ever wondered what hidden traps might be lurking in your nonqualified deferred compensation plan? It’s easy to get excited about deferring income, but many people overlook crucial pitfalls related to vesting schedules, unexpected penalties,…

King of Hacks•

Treasury STRIPS obscure tax rules (accrual, discount, maturity)

Have you ever been puzzled by the complex tax implications surrounding Treasury STRIPS, especially when it comes to accrual, discount, and maturity? You’re not alone—many investors find these obscure tax rules confusing and overwhelming. Understandi…

King of Hacks•
Load More
That is All