Equity Compensation Retirement Planning: Coordinating Taxes and Timing
June 10, 2026
Incorporating equity compensation into your retirement planning helps align RSUs, stock options, and tax planning with retirement goals.
Incorporating equity compensation into your retirement planning helps align RSUs, stock options, and tax planning with retirement goals.
The higher deduction for state and local taxes may allow some high-earning taxpayers to make bigger reductions to taxable income, but planning should take various caps and phaseouts into account.
In any marriage, good communication practices are the key to success in almost everything. But for blended families that are consolidating finances or managing wealth, good communication is vital. Senior Financial Planner Matthew Sivertsen provides important guidance.
Andrew Sivertsen, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was recently featured on the New Planner Recruiting podcast. In the episode, he shares his non-traditional journey into financial planning, lessons learned from starting at the ground level, and advice for career changers pursuing the CFP® designation. His story highlights the role of curiosity, persistence, and opportunity in building a meaningful career in wealth management.
Owning income-producing property can seem like a smart way to generate retirement income—but it’s not for everyone. In this article, Andrew Sievertson, CFP®, EA, CeFT®, explores when real estate makes sense as part of your retirement strategy, the pros and cons of being a landlord, and alternatives like 1031 exchanges, DSTs, or UPREITs for those seeking a more hands-off approach.
Tax-advantaged accounts like IRAs and Roths are powerful, but taxable investment accounts also have unique benefits. They can help fund short-term goals, provide flexibility for early retirement, and offer estate planning advantages. Learn when and why a taxable account may be a smart addition to your financial strategy.
Cyber threats are evolving fast, and hackers are using AI and new tactics to target personal and financial data. From avoiding suspicious links to embracing two-factor authentication, monitoring accounts, and practicing safe social media use, these cybersecurity habits can help you protect your identity and stay safe online.
Money conversations may not be anyone’s love language, but they’re vital for building trust and stability in marriage. From communication and money personalities to joint vs. separate property, here’s what couples should know when planning their financial future.
Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.
Matt Knoll, CFP®, named to AdvisorHub’s 2025 Advisors to Watch list, recognized among top advisors for experience and leadership in financial planning.
There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”
Even as far back as the pre-COVID-19 days, more than half of retired persons said they left the workforce earlier than planned, due either to unanticipated job loss or medical reasons.
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