Retirement Planning Archives - Unique Financial Advisors

Planning for Retirement with Equity Compensation

by Vid Ponnapalli | Jul 8, 2022 | Retirement Planning, Wealth Management

Stock options and restricted stock units (RSUs) are becoming more common as part of a total compensation package. But there are differences between saving for retirement from salary and incorporating stock into a retirement plan. Making automatic contributions to an...

Changing Jobs: What Happens to Your 401(k)?

by Vid Ponnapalli | May 15, 2022 | Retirement Planning

There’s a lot involved in moving to a new company, and normal for some to put some of the more tedious housekeeping items on the back burner. Besides all the job-related changes, you need to understand your new health insurance and set up your new 401(k) to...

Tax Planning for Retirement

by Vid Ponnapalli | May 2, 2022 | Retirement Planning, Tax Planning

Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. In addition, at age...

What to Consider When Considering Early Retirement

by Vid Ponnapalli | Apr 10, 2022 | Financial Planning, Retirement Planning

Retirement doesn’t look the same as it used to. Many workers want to take a step back from the workforce long before age 65, yet many fail to do the proper planning ahead of time that makes early retirement possible. Retiring early brings many complexities into the...

Five Must Know Facts About Taxes in Retirement

by Vid Ponnapalli | Oct 25, 2021 | Retirement Planning, Tax Planning

Five Things to Know About Taxes in Retirement When planning for expenses in retirement, it’s easy to begin thinking about travel and vacations while overlooking one significant expense – taxes. In Nationwide’s 2021 Retirement Income Survey, 41% of retirees...

Direct or Indirect Rollover? What is the difference?

by Vid Ponnapalli | Feb 19, 2020 | Financial Planning, Retirement Planning, Wealth Management

If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds from your ex-employer retirement plan. So, here you go: In this video, I will present to you the difference between a “Direct”...

Planning for Retirement with Equity Compensation

Changing Jobs: What Happens to Your 401(k)?

Tax Planning for Retirement

What to Consider When Considering Early Retirement

Five Must Know Facts About Taxes in Retirement

Direct or Indirect Rollover? What is the difference?

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