If you’ve been granted options in a private company, you may be asking yourself, “Is the potential reward of exercising my options worth the risk?”
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The Road to a Tax-Savvy Retirement
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The Road to a Tax-Savvy Retirement
If you are in or near retirement, you already know that planning for financial security can be hard. But did you know that taxes could potentially decimate all your hard work? In our live webinar for adults aged 55 and older, you will learn:
- What the rising US National Debt can mean for your retirement
- Strategies designed to shield your hard-earned money from rising tax rates
- A little-known “Roth secret” that can potentially create tax-free income for your family
- And much more...
Register here
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Additional Online Resources
To Exercise or Not to Exercise: What to Do When You Have Options in a Private Company
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Employee Spotlight | Washington Trail Association Volunteering
At Merriman we love giving back to our communities, whether that be in charitable donation matching dollars or using our individual allotment of volunteer hours. And in some instances, it also allows a group of us to enjoy a volunteer experience together.
Considerations for Being Self-Employed Versus an Employee
If the idea of starting up your own business has been on your mind, you have more than likely asked yourself if it’s the right thing to do financially—or at the very least are curious about all the differences between working for a company or being self-employed. Check out the pros and cons for both options.
