Financial Advisor Insights

What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

(Updated for 2019). Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs […]

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4 Financial Tasks Every Parent Should Complete

Financial planning is an important step for couples and families, but often tasks get put on the back burner as life gets busy. These are the top 4 most important money and financial tasks that […]

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Incentive Stock Options vs Non-Qualified Stock Options

What's the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a lot in common. For employees, stock options […]

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SEP IRA vs Solo 401(k)

Updated for 2019. Self-employed business owners have a few options when it comes to saving for retirement. The most common retirement plans for small business owners are the SEP IRA and Solo 401(k), […]

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Where to Save After Maxing Out Your 401(k)

Contributing the maximum amount to your 401(k), 403(b), or other employer-sponsored retirement plan should be a goal for many investors. Once you achieve it, the question then becomes: where to […]

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Does Conventional Investing Even Work?

The conventional (or active) approach to investing is based on the belief that skilled stock-pickers and forecasters can beat the market and pick "winners" with such frequency that the returns […]

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What Should You Do with Excess Cash?

How much money should you keep in cash and what should you do with excess cash? If you have extra savings in the bank, you may be wondering whether you should invest the money or pay down debt. […]
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How Incentive Stock Options are Taxed

If you have incentive stock options (ISOs) it is important to understand how your equity compensation will be taxed. Holding ISOs through the end of the calendar year in which you exercised the […]

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How Non-Qualified Stock Options Are Taxed

If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and what responsibilities you have to report the income. Managing equity […]

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How Your Brokerage Account is Taxed

by Kristin McKenna, CFP® on May 13, 2016 in Infographics

Infographic: How is a brokerage account taxed?

Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b). If you aren't […]

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