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Can I avoid taxation of my ISOs?

Can I avoid taxation of my ISOs? | Investment Management

Maybe.

Published on: 03/24/2021  |   Category: Financial Plan 

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2021 Outlook

2021 Outlook | Investment Management

2020 was a rough year for many of us. COVID hit hard and as a result, many of us have spent the better part of a year isolated in our homes, away from family and loved ones.  But the news is not all negative…the markets behaved reasonably well in 2020 and we are cautiously optimistic that 2021 will continue this broad economic recovery.  In addition, we are starting to see some vaccinations across the United States.  We expect that in the coming weeks and months, we will see vaccine supply chains become more organized and numerous and the vaccine become widely distributed and administered.

Published on: 01/27/2021  |   Category: Investment Management  Financial Plan 

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Charitable Giving and 2020

Charitable Giving and 2020 | Investment Management

Many charities have been unable to host the in-person fundraising events they have historically relied upon. At the same time, many people are struggling financially.  It is a critical time for charities and it may also be prudent financial planning to accelerate planned gifts.

Published on: 11/12/2020  |   Category: Financial Plan 

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Pending Election Portfolio Update

Pending Election Portfolio Update | Investment Management

In March, the stock market fell sharply as investors sold stocks and hoarded toilet paper.  

Published on: 10/16/2020  |   Category: Investment Management 

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Retirement Accounts and the CARES Act

Retirement Accounts and the CARES Act | Investment Management

Retirement accounts provide investors tax benefits but have strings attached.  The tax code imposes penalties for withdrawing from these accounts too soon. It is also possible to be penalized for not withdrawing quickly enough.  

Published on: 04/14/2020  |   Category: Financial Plan 

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We Do Not Know

We Do Not Know | Investment Management

The range of opinions surrounding COVID-19 has shifted dramatically over the last few weeks.  We do not know, and we do not pretend to know, how many people will be harmed by this virus or for how long it will slow global markets.   In addition, the extent of future government actions to contain the virus is unclear.  We at Integrity Wealth Partners consider ourselves partners in your financial success.  As your partners, we feel it is important to keep you updated as to both our general market outlook as well as our operational plan moving forward.

Published on: 03/19/2020  |   Category: Investment Management 

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Turn Down the Money!

Turn Down the Money! | Investment Management

If you receive income from an organization to which you also donate, you may want to consider volunteering or taking a pay cut instead of donating.

Published on: 10/17/2019  |   Category: Financial Plan 

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Exciting News!

Exciting News! | Investment Management

You may have seen the news…TD Ameritrade is eliminating base commissions for online exchange-listed stock, ETF (domestic and Canadian), and options trades, moving from $6.95 to $0.00.

Published on: 10/03/2019  |   Category: Investment Management 

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Tax Risk and Roth Conversions

Tax Risk and Roth Conversions | Investment Management

Many retirees with a steady income from their 401(k) or traditional IRA accounts may have never considered a Roth conversion strategy.  Other retirees might have looked at a Roth conversion in the past but thought it might not be for them because paying the required taxes up front can be a tough pill to swallow.

Published on: 08/23/2019  |   Category: Financial Plan  Taxes 

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Cash Secured Puts vs Call Overwrite

Cash Secured Puts vs Call Overwrite | Investment Management

If you are an investor searching for yield, you may have heard about selling cash secured puts and/or call overwrite.  Both strategies appear attractive because the options seller receives money (the premium) today and might not need to do anything in the future.  In addition, there is some research that suggests selling options may be profitable.  Both strategies have risks that are important to consider and for some investors neither strategy may be appropriate.  Rather than evaluate the appropriateness and effectiveness of option selling as an investment strategy, this article will explain some of the key differences between selling cash secured puts and call overwrite.

Published on: 08/22/2019  |   Category: Investment Management  Financial Plan 

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California Tax Uncertainty

California Tax Uncertainty | Investment Management

A bill has been introduced to the California Senate (SB378) to introduce a 40% state estate tax.  Unlike the federal estate tax which has a $11.4mn exemption, this proposed state tax would only have a $3.5mn exemption. 

Published on: 05/10/2019  |   Category: Financial Plan  Taxes 

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Financial Planning in the Year of Spouse's Death

Financial Planning in the Year of Spouse's Death | Investment Management

The year of a spouse’s death is a difficult time.  It is also a crucial period for making sure the surviving spouse has enough to provide for their remaining years. Starting a financial plan early on can help mitigate the stress associated with navigating financial decisions when this occurs.   

Published on: 12/24/2018  |   Category: Financial Plan 

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Donor Advised Funds - An Accessible Giving Strategy

Donor Advised Funds - An Accessible Giving Strategy | Investment Management

If you strive to give to charity each year, but have variable income, a donor advised fund could be a good fit for you. Donor advised funds allow you to take a tax deduction today for funds set aside for future donations. Once money is put into the donor advised fund, it can only be sent to charity. We can open donor advised funds can be opened with an initial contribution of $5,000 or more.

Published on: 12/17/2018  |   Category: Financial Plan 

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529 Plans - Tax Free Returns for Future Education Expenses

529 Plans - Tax Free Returns for Future Education Expenses | Investment Management

Every year, many people spend considerable time trying to discern the best gift for family members. Despite the time spent by givers, many of the gifts are ultimately returned or unused.

Published on: 12/10/2018  |   Category: Financial Plan 

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The Power of Passive

The Power of Passive | Investment Management

Explanations for the mass exodus from active to passive funds have included low stock dispersion and a long bull market. But William F. Sharpe’s fundamental arithmetic makes no assumptions about correlation or the direction of the market.

Published on: 12/03/2018  |   Category: Investment Management 

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