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Javier Simon

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What High Earners Need to Know About RSU Taxes

RSUs can boost your wealth—but they also come with hidden tax risks. Natali _ Mis/ShutterstockTo retain top talent and encourage optimal performance, many companies are offering very generous employee compensation packages. And these could include restricted stock units (RSUs).These could provide a great deal...
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How to Deal With the Widows Tax Penalty

The widow’s tax penalty can quietly increase taxes just as income declines. beauty-box/ShutterstockLosing your spouse can be one of the most emotionally devastating moments to go through. And it also can bring about unintended financial hardship.This is part of what financial advisers call the...
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Roth Conversions: How to Do It Without Getting a Tax Shock

Done carefully, a Roth conversion can boost tax-free retirement income and reduce future tax...
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How Married Couples Can Make the Most Out of Social Security

Smart timing of Social Security claims can significantly increase retirement benefits for couples. Pixel-Shot/ShutterstockWhen...
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Which Investments Should Go Into Which Accounts?

Investors can potentially boost after-tax returns by placing tax-efficient assets in the right types...
Alternative Investments

Should You Keep Your Target-Date Funds in Retirement?

Target-date funds adjust risk over time, but their limited flexibility can make them less...
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All High Earners Need to Know About the Mega Backdoor Roth

Retirement AccountsThe mega backdoor Roth strategy lets high earners contribute far more to Roth...
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What High Earners Need to Know About Net Investment Income Tax

Investors with high income may face the net investment income tax, but strategic planning...
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Social Security Pitfalls to Watch Out For

Fixed IncomeClaiming Social Security without a strategy could reduce your lifetime benefits, making careful...
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How to Defend Your Nest Egg Against Sequence of Returns Risk

RetirementSequence of returns risk can derail even well-funded retirements without the right strategy.Careful planning...
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How to Protect Your Nest Egg From the Biggest Risks in Retirement

A solid retirement plan should account for the biggest financial risks retirees may face....
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How to Use Qualified Charitable Distributions Like a Tax Pro

Retirement AccountsCut taxes and give back with qualified charitable distributions.Cut taxes and give back...
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How to Reduce Taxes If Most of Your Savings Are in a Traditional IRA

Retirement AccountsIRA withdrawals are taxable—but planning can soften the hit.Smart planning can cut taxes...
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How to Avoid the Medicare IRMAA Premium Hit

InsuranceSmart moves can help you dodge costly Medicare surcharges.Keep Medicare premiums down with tax-smart...
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What High Earners Need to Know About RSU Taxes

RSUs can boost your wealth—but they also come with hidden tax risks. Natali _...