Category: Retirement Planning
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Planning Your Finances When You’re in the Sandwich Generation – Unique Financial Advisors
Planning Your Finances When You’re in the Sandwich Generation Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story.…
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Planning for Retirement with Equity Compensation – Unique Financial Advisors
Planning for Retirement with Equity Compensation Stock options and restricted stock units (RSUs) are becoming more common as part of…
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Changing Jobs: What Happens to Your 401(k)? – Unique Financial Advisors
Changing Jobs: What Happens to Your 401(k)? There’s a lot involved in moving to a new company, and normal for…
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Tax Planning for Retirement – Unique Financial Advisors
Tax Planning for Retirement: The Long Game Tax planning for retirement is different from the strategies you deploy to minimize…
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What to Consider When Considering Early Retirement – Unique Financial Advisors
What to Consider When Considering Early Retirement Retirement doesn’t look the same as it used to. Many workers want to…
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Five Must Know Facts About Taxes in Retirement – Unique Financial Advisors
Five Things to Know About Taxes in Retirement When planning for expenses in retirement, it’s easy to begin thinking about…
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Direct or Indirect Rollover? What is the difference? – Unique Financial Advisors
If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds…
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SECURE Act limits Stretching Inherited IRA distributions – Unique Financial Advisors
If you are expecting to inherit an IRA from a parent or a grandparent in the coming years – you…
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What to know about ROTH conversions – Unique Financial Advisors
Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today,…
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How to prioritize HSA vs 401K? – Unique Financial Advisors
Last week, I talked about the tax benefits of Health Savings Accounts. Today, I will answer a very common question asked…
