Taxes
Senior Executives: An Intro to 10b5-1 Plans
Are you a corporate senior executive with too much publicly traded company stock? If so, you are not alone. At Infinium Investment Advisors, often times we find [...]
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Social Security Benefits Set to Rise 3.2% in 2024
Based on the latest Consumer Price Index (CPI) data, it has been estimated by the Senior Citizens League that the Cost–of–Living–Adjustment [...]
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What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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Are You Ready for an IRS Audit?
The IRS has announced a new 10-year plan that will put increased scrutiny on wealthy taxpayers. After getting an $80 billion budget increase from last year’s [...]
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When Should I Exercise My Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
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Retirement Trends in 2023: Maximizing Plan
What is the Maximum 401(k), 403(b) or 457 (retirement) Contribution in 2023? As the cost of living continues to rise, so does the need to save for retirement. Here [...]
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From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
Inheritance 101: How to Manage Your Windfall Inheritance and windfall are two terms that refer to a sudden, unexpected influx of money. An inheritance is a sum of [...]
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Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
In the final days of 2022, Congress passed the Secure 2.0 Act which made fundamental changes to American savings for spending money in retirement. The reasons for [...]
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Retirement Planning Made Easy: A Comprehensive Guide
Be Retirement Ready: How to Plan For Your Golden Years Artlantis Crack Retirement may seem like a distant dream, but it can be within reach when you follow a [...]
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