When Should I Exercise My Stock Options?

posted on September 15th 2019 in Your Financial Advisor with 0 Comments

Pen with business report on financial advisor desk. Concept of business planning , accounting, analysis, business analysis

Wondering if you should exercise your stock options? What the tax implications of stock options are? Financial advisor John Chapman recently interviewed fellow University of Washington alumnus Vieje Piauwasdy, head of Tax Advisory at Secfi, to discuss stock options. You can tune in above. Vieje is a CPA who works with shareholders of Silicon Valley […]

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Is Now the Time to Convert your IRA into a Roth?

posted on May 9th 2018 in Market Commentary with 0 Comments

There are many different ways you can shelter your savings from taxes. It is a powerful incentive for us to save for retirement. Options give us choices, but choices can confuse as options proliferate. In the name of simplicity, we’ll avoid what is sometimes called the “alphabet soup” of retirement accounts. Instead, let’s spend a […]

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