I have a large tax bill from being self-employed

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The Scenario

The emotional energy needed to see yourself through a divorce often means making unintentional sacrifices in other areas of your life. Your focus becomes narrowed to the issues at hand while uncertainty about your future grows and seems to linger around every corner. Yet you realize that you need to find a way to recalibrate your goals and objectives and the means to accomplish them.

Key Considerations

  • Do you feel comfortable evaluating your severance or new benefits package?
  • Should you roll over your 401(k) or company retirement plan to an IRA?
  • Have you determined how your job change will affect your existing employee stock options or how the change in income will impact your future financial and personal goals?
  • Does your new employer have a deferred compensation plan? Should you participate?
  • How will you evaluate your executive compensation plan options?

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How we help

While your life may feel like a whirlwind, your financial advisor will be here to coordinate all the moving parts of your transition, allowing you to focus on the changes in your new role.

Our process includes:

  • Creating a customized financial plan that includes advice on investments, taxes, insurance, retirement, and estate planning
  • Careful evaluation and personalized recommendations on severance/benefit package, pension, deferred compensation, stock options, RSU’s, and executive compensation plans
  • Provide advice on how to handle prior 401(k) plan to optimize investment options and reduce fees

Our process includes:

  • Creating a customized financial plan that includes advice on investments, taxes, insurance, retirement, and estate planning
  • Careful evaluation and personalized recommendations on severance/benefit package, pension, deferred compensation, stock options, RSU’s, and executive compensation plans
  • Provide advice on how to handle prior 401(k) plan to optimize investment options and reduce fees

A successful financial plan helps you live your values. Does yours?

Start your FREE consultation today!