The Alternative Minimum Tax (AMT) is often viewed with disdain for tech workers who have to pay this tax to exercise their Incentive Stock Options (ISOs). As a
Key Takeaways:
-Average full cost of college in 2020 was $26,820 for a four-year public university in-state tuition
-Use the College Scorecard to determine
Professors, administrators, and staff in public higher education institutions in Texas have many different options for retirement plans.
Professors
Financial planners often talk about the importance of having a plan when you invest your money. However, research also shows that simple methods of investing
As a retirement plan, 401(k) plans currently outpace the competition, with more than 54 million Americans participating in a 401(k) plan and nearly 550,000
Key Takeaways:
1. Maximize your TSP
2. Save in a Roth IRA
3. Have an emergency fund
4. Rental real estate
5. Open a brokerage account
6. Pay down debt
Key Takeaways:
-Average full cost of college in 2020 was $26,820 for a four-year public university in-state tuition
-Use the College Scorecard to determine
Being a university faculty member myself, other faculty members often ask me some key considerations to ensure their Personal Finances are in good order.
As
Key Takeaways:
Pros of TSP Rollover: Full control of investments, more investment options, portability, professional money management
Cons of TSP Rollover
A question that many financial planners get is: do I have enough to retire? In the past, this was an easy calculation, and you would get a defined benefit
