More
Purefinancial
Roger in Canton, Ohio, is burnt out. Can he and his wife Jane pre-retire next year in their mid-50s with $2.8 million? Joe and Big Al spitball on whether they’ll still have enough money for their Go-Go years (Joe’s favorite). Roger also has an employee...
What is equity compensation? Learn about restricted stock units (RSU), non-qualified stock options (NQSO), incentive stock options (ISO), employee stock purchase plans (ESPP) and more in this webinar with financial advisor Ian Barr, CFP®, MBA from Pure Financial Advisors. Ian explains time-based vesting, performance-based vesting, tax treatment, the life cycle, and benefits of the various […]
Employee Stock Purchase Plans (ESPPs) allow employees to buy company stock at a discount, fostering ownership and aligning interests with company performance. Pure’s Financial Advisor, Ian Barr, CFP®, helps you understand ESPPs’ mechanics, benefits, and key considerations so employees can maximize this benefit and manage their financial well-being. You will learn: Company stock discounts Tax […]
So you won the lottery – congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)....
