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Retirement Planning

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Retirement Planning

Understanding Incentive Stock Options

In the realm of equity compensation, Incentive Stock Options (ISOs) stand out as a compelling tool for employers to attract and retain talent while offering employees the opportunity to share in the growth of the company. ISOs can provide a unique blend of potential tax advantages and financial rewards, setting them apart from other types

Posted By Schultz Financial Group Inc.
August 29, 2023
Retirement Planning

Employee Stock Options 101

Employee stock options are a form of equity compensation that companies may offer to their employees. They are often granted as an incentive to motivate and retain employees, align their interests with those of the company, and provide them with a potential financial reward if the company’s stock price increases. What are Employee Stock Options?

Posted By Schultz Financial Group Inc.
April 16, 2023
Retirement Planning

Coronavirus-related Retirement Plan Distributions

A Coronavirus-related distribution is any distribution made on or after January 1, 2020 and before December 31, 2020 from an eligible retirement plan made to a qualified individual.

Posted By Alyssa Dalbey
May 21, 2020
Financial Planning

2020 RMDs Waived Under CARES Act

In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).

Posted By Alyssa Dalbey
April 30, 2020
Retirement Planning

Aging in Place

When asked to picture their longevity plan, many individuals and families picture themselves staying in their homes and aging in place. While this image is attainable, it may require accessibility modifications to the home in preparation for the effects of aging.

Posted By Alyssa Dalbey
November 27, 2019
Retirement Planning

Tax-Free Distributions from HSAs

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. Learn about these tax-free HSA distributions.

Posted By Alyssa Dalbey
November 7, 2018