Traditional Versus Roth 401(k): Why Coronavirus Means Roth May Be Better

One of the most common questions we are asked as fee-only financial planners is “Should I make pre-tax or Roth contributions to my 401(k) plan?" There are a few variables that should guide your decision. Surprisingly, the impact of Coronavirus on our economy may be an important one. But before we get there, let’s start at the beginning.
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The Three Things to Consider with Every Company Stock Grant Your Receive

Many corporate and tech employees accumulate a great deal of employer stock via Restricted Stock Units (RSU), Incentive Stock Options (ISO), Non-Qualified Stock Options (NSO) and Employer Stock Purchase Plans (ESPP). In this episode of Coffee, Sweaters, and Finance, Morgan Ranstrom, CFA, CFP® and Bill Mulvahill, CFP®, CPA, fee-only financial planners at Trailhead Planners, list the three things to consider with every stock grant an employee receives.
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