Savant
Joshua J. Podczervinski
CFP®, RICP®, CPA
Few tech professionals really understand how equity compensation works. Use this guide to learn about the types of compensation and potential tax issues.
Restricted stock and restricted stock units are two popular types of equity compensation. We break down how they work and vest, and how they are taxed.
Learn how Trump accounts work, key rules, and how grandparents can use them to help grandchildren start investing.
Watch the video “Key Habits of Affluent Retirees” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Recent market volatility and troubling headlines out of the Middle East can make investing feel more stressful and personal, especially as we get older and our financial decisions carry more weight. During times like these, perspective matters.
Thinking of upgrading your home? Learn why overspending can jeopardize retirement and how smart planning keeps your financial future secure.
California tax laws, including a new one in 2024, have a large effect on the many tech professionals who call the state home. If you’re one of them, it’s essential you understand both the federal and state rates and rules. Read on to learn more.
Meta description: If you’re exhausted by the headaches of owning commercial or residential rental property, you may have an alternative: A tax-deferred 1031 exchange into a DST.
Watch the video “Avoiding a Big Tax Surprise” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.
As regulatory requirements expand and participant expectations increase, understanding what to expect from retirement plan service providers can help sponsors stay organized, meet fiduciary responsibilities, and reduce unnecessary stress.
For many organizations, workers aged 55 and older may be the fastest growing segment of their labor force. For retirement plan sponsors, this trend can present both opportunities and challenges.
A lesson from Bridgerton Season Four shows how poor estate planning decisions can leave loved ones financially vulnerable, especially in blended families.
