Restricted Stock Units (RSUs) provide employees the right to own company stock subject to vesting requirements, such as employee performance or the passage of time. The underlying company stock is not issued until the RSUs vest. When an employee receives Restricted Stock Units, they have an interest in the company’s equity, but the units have
ByMedicare Part B and Part D Premiums for 2022.
ByRetirement plan contribution limits are reviewed each year and are occasionally adjusted by the IRS. This article is current for 2022 limits.
ByCash is an asset class that may be overlooked. However, we believe it plays a key role in the overall diversification of a portfolio. Now that the U.S. is moving out of a 0% interest rate environment, investors may earn meaningful interest on their cash positions. There are a Few Options to Consider for Cash
ByThe IRS has announced that in 2022, the estate and gift tax exemption will be increased to $12,060,000 per individual, up from $11.7 million in 2021.
ByEach year, the Social Security Administration announces the annual cost-of-living adjustment (COLA). In October, they announced that Social Security and Supplemental Security Income (SSI) benefits will increase by 1.6% in 2020.
By
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While we have become potentially more reliant on devices and technologies than any other generation, we cannot let them undermine our ability to focus and work smart.Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. While information presented is believed to be factual and up to date, Schultz Financial Group (“SFG”) does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.