Insights

The tax surprise in your bonus

December 15, 2022

Everyone loves bonus compensation, but tend to carry a surprise tax hit. Sue Mazzetti looks at why this tax glitch happens and how you can prepare for it.

What is securities-backed lending?

December 15, 2022

Did you know you can use your investment portfolio as collateral? It can be a helpful tool if you need short-term financing and don’t want to sell assets.

Can securities-backed lending solve your cash dilemma?

December 15, 2022

When inflation is high, you may not want to keep too much money in cash. If you find you still need cash, your portfolio may be able to help, via SBL.

Tax planning for restricted stock units (RSUs)

December 15, 2022

Restricted stock units (RSUs) are an increasingly common form of bonus compensation. But many recipients don’t understand how they’re taxed.

Deferred comp: The amazing benefit no one is using

December 8, 2022

Deferred compensation is one of the most powerful tax minimization tools legally available. But because it’s uncommon—most companies limit access to top executives—it’s less frequently discussed. If you get an

Deferred compensation is a powerful tax minimization tool. But because it’s uncommon, many executives don’t know enough to take full advantage of the offering.

Checklist: Changing jobs

November 24, 2022

Changing jobs can be as stressful as it is exhilarating. Where you work can affect everything from your health to your retirement via your benefits package. This checklist can help

Keep track of the high-level decisions you may face when changing jobs. If this checklist raises questions you can’t answer on your own, we’re here to help.

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