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The Taxation of Restricted Stock Units

What employees need to know.

Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. 

Remember that this article is for illustrative purposes only and not a replacement for real-life...

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"Backdoor" Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way.

You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the owner abides by the Internal Revenue Service (I.R.S.) rules, and withdrawals are...

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Social Security Announces 2021 COLA

In case you missed it with all of the election news getting in the way, here is what you should know about the most recent cost-of-living adjustment.

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent...

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5 Scariest Financial Decisions

With Halloween in a couple of days it only makes sense for us to discuss the 5 scariest financial decisions you can make.

 

 

1. INVEST MONEY WITHOUT A PLAN:

A properly designed financial plan can provide many benefits. From hedging against inflation to providing you with...

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Clarity for Investors in an Election Year

As you can imagine, we have been addressing many questions around how the markets will react to a "Blue Wave" or a "Trump Train" this November. There are many variables that can affect the markets in the short run. However, history may be our guide in understanding the long-term...

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures