Senior Executives
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 [...]
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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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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 [...]
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Section 1202: How to Optimize Your Outcome with Closely Held Stock
Section 1202: Opportunity to Win Big Driver Talent Pro Crack Most investors have been unaware of the details in Section 1202 of the Internal Revenue Code (IRC), [...]
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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’ [...]
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Job Change? 8 Employment Trends to Know Before You Change Jobs in 2022
The past two years have brought interesting changes to the job market. First, we had employees quitting their jobs in alarming numbers. To be exact, 18% of [...]
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7 Tips to Negotiate Your Best Salary & Benefits Package
Here at Infinium, we look beyond the day-t0-day portfolio management to help you optimize your outcomes. Job change is seemingly a constant for those still [...]
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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 [...]
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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 [...]
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Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time, [...]
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