Equity compensation can be a valuable wealth-building opportunity, but understanding your options is essential. Learn how stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) work, when taxes apply, and how to make informed decisions about exercising, selling, and diversifying company stock to support your long-term financial goals.
Beginning January 1, 2026, workers age 50 and older who earned more than a certain amount of W-2 wages in the previous year will be required to make their 401(k) or 403(b) catch-up contributions a Roth (after-tax) instead of pre-tax.
Renting out a home today blends financial opportunity with the evolving way people live, travel, and work. However, there are several important things to consider before you decide to rent out your home.
While Prop 19 was originally promoted as a way to help seniors and wildfire victims relocate without tax penalties, it also narrowed the long-standing tax benefits for inherited properties. Over the past five years, the law has evolved further through inflation adjustments and other procedural updates.