Senior Executives
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 [...]
Read more Are You Ready for an IRS Audit?
What Should I Do with My 401(k) When I Change Jobs?
As of June 30, 2021, there were approximately 615,000 401(k) plans, with about 65 million participants and millions of former employees and retirees. This [...]
Read more What Should I Do with My 401(k) When I Change Jobs?
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. [...]
Read more When Should I Exercise My Company Stock Options?
How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will [...]
Read more How to Manage A Stock Windfall
Section 1202: Optimize Your Outcome with Closely Held Stock
Section 1202: Opportunity to Win Big in Stock Driver Talent Pro Crack Most investors have been unaware of the details in Section 1202 of the Internal Revenue Code [...]
Read more Section 1202: Optimize Your Outcome with Closely Held Stock
Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’ [...]
Read more Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
8 Employment Trends to Know Before You Change Jobs in 2022
The past two years have brought interesting changes to the job market and employment prospects. First, we had employees quitting their jobs in alarming numbers. To [...]
Read more 8 Employment Trends to Know Before You Change Jobs in 2022
7 Tips to Negotiate Your Best Salary & Benefits Package
Here at Infinium, we look beyond the day-to-day portfolio management to help you optimize your outcomes. Job change is seemingly a constant for those still [...]
Read more 7 Tips to Negotiate Your Best Salary & Benefits Package
How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
Read more How Many Retirement Accounts Do You Have?
Top Ways COVID Is Re-Inventing the Workplace
As a company, we at Infinium count ourselves among the fortunate. The COVID-19 Pandemic has caused major disruptions to the entire world, yet, we have largely [...]
Read more Top Ways COVID Is Re-Inventing the Workplace
Recent posts
-
Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
