Archive - August 28, 2017

1
High Exposure to Company Stock in Your 401K: Good or Bad?
2
Taxpayer Bill of Rights – Do You Know Your Rights?

High Exposure to Company Stock in Your 401K: Good or Bad?

By Eve Kaplan, CFP® Professional

Is it good or bad to have a lot of employer stock in your 401k plan? It depends. Some employees accumulate company stock quickly because their company match is 100% company stock. Other employees load up on company stock because they’re bullish on their employer (and don’t fear an Enron-type recurrence). On balance, employees are holding a declining share of their 401k assets in company stock: less than 7% versus 19% in 1999*. This is generally positive trend but…in some instances it can make tax-sense to leave an employer with a heavy dose of company …

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Taxpayer Bill of Rights – Do You Know Your Rights?

bill of rightsThere is a set of Rights that are available to all of us as taxpayers – the Taxpayer Bill of Rights. This group of basic rights is available to us so that the government (and specifically the Treasury Department and the IRS) don’t over-step their boundaries when dealing with taxpayers.

It’s important to know your rights, and those set forth in the Taxpayer Bill of Rights can be very helpful if you’re having trouble working with the government. The rights scattered throughout the Internal Revenue Code, but are published in total in IRS Publication 1, readily available on the …

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