Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
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Favorable tax planning opportunities that may apply to your stock options.  The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives. Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs). Making the right decisions when exercising options can

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Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Worried couple

 Planning for this potential risk is critical for corporate executives.  As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

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Retirement Saving Strategies for Corporate Executives

Peggy Moran, CFP®, CAP®, ChFC® |
Wealth Planning
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Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more for retirement.  If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option. Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible

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