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3 Tips for Your Portfolio when the Fed Tapers Asset Purchases wall of worry

The old saying goes, "the market climbs a wall of worry." When it comes to financial markets, there's almost always something to worry about. However, one thing that has the potential to make market volatility worse is the fear of the unknown. At this point in our...

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3 Reasons You May NOT Want to Fund a Roth IRA Conversion tax relief

Roth IRAs can serve as a great option for a variety of financial situations. However, we have to remember, converting a pre-tax plan (i.e., traditional IRA, pretax 401(k), etc.) to a Roth IRA will trigger a taxable event. For example, if you convert $25,000 from a pre-tax plan to a Roth IRA, you...

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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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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.

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