How a Traditional 401k Can Be Better Than a Roth
Start With The Fundamentals When it comes to investing, the three components that help someone be successful are: The amount you invest The time that the money is invested The rate of return that the investment gets The two components that someone can control are the amount they invest and how long they invest. If […]
Probably Last Year To Save On Crypto Taxes Using this Loophole
How Did We Get Here It’s been about ten years since people started buying cryptocurrency. In the beginning, you had to go on strange exchanges like Mt. Gox that required a lot of hoops to jump through to purchase bitcoin at $1. Now it’s so much easier to partake in crypto, where 55% of people […]
What Is An RSU and How To Manage Them
The Basic Concept A restricted stock unit is a company benefit that gives an employee company stock. The reason why it is called restricted is that an employee has to wait for the grant to be vested. This vesting period can be tied to an employee’s performance or time with the company. The most common […]
Employer Stock Purchase Plans And How To Win With Them
What Is An ESPP? An Employer Stock Purchase Plan is an benefit to purchase company stock at a discount. It’s suppose to be an incentive for the employee to work hard for the company and for the employee to benefit from the long-term growth of the company. To get started with a ESPP, there is […]
How To Take Advantage of An Employer’s Stock Options
Grow With Joe can help you manage your stock options from the comfort of your home If an employer offers stock options, this is a great way to increase someone’s net worth but there are things to consider when exercising stock options. The Different Types of Stock Optons Not all stock options are created equally […]
Tax Strategies That Latinos Should Know
When it comes to taxes, we all lives by the same tax rules, but it’s up to us to decide if we take advantage of them, or they take advantage of us. This doesn’t mean we should break rules so that we pay less in taxes but to know the rules so that we can […]
