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 premiums are automatically deducted from Social Security, Railroad Retirement Board, and Office of Personnel Management payments. The standard Medicare Part B premium is adjusted based on a taxpayer’s Modified Adjusted Gross Income (MAGI). MAGI for Medicare purposes is the taxpayer’s AGI plus any tax-exempt interest. Medicare uses a taxpayer’s MAGI from two
ByRetirement plan contribution limits are reviewed each year and are occasionally adjusted by the IRS. Table 1 below summarizes retirement plan contribution limits for 2023. Table 1: Retirement Plan Contribution Limits (2023) Retirement Plan Type 2023 Contribution Limit Age 50+ Catch-up Contribution Limit Individual Retirement Account (IRA) $6,500 $1,000 Simple IRA $15,500 $3,500 SEP 25%
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 the estate and gift tax exemptions for 2023.
ByEach year, the Social Security Administration announces the annual cost-of-living adjustment (COLA). The Social Security Administration has announced that Social Security and Supplemental Security Income (SSI) benefits will increase for 2023.
By
Living As Long As Rosalyn Carter Or Charlie Munger–A Lot Is Up To You
advisorstream.com
In the last two weeks several famous Americans in their 90s (and even 100) have died. Living a long life is not all about fame or fortune. You control many of the factors.
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
www.advisorstream.com
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
www.advisorstream.com
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
6 things to do right away if your package is stolen this holiday season
www.advisorstream.com
This holiday season, most of us are expecting packages. If your package has been lost or stolen, reach out to the sender or seller about a replacement or refund. You can also file a claim with the shi...
6 things to do right away if your package is stolen this holiday season
www.advisorstream.com
This holiday season, most of us are expecting packages. If your package has been lost or stolen, reach out to the sender or seller about a replacement or refund. You can also file a claim with the shi...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.