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Bridging the Gap

Between industry news and personal experience.

An Introduction to Social Security Benefits | Information from our Advisors Thumbnail

An Introduction to Social Security Benefits | Information from our Advisors

For many Americans, Social Security is a vital component of their retirement plan. Because it may be paramount to your ability to retire, having a good grasp on how it works, how it’s taxed, and when to claim is very important. We will briefly discuss the history of Social Security and how it works today, how claiming at different ages impacts your benefits, and some tax implications.

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The Potential Tax Benefits (or Drawbacks) of Form 83(b) | By Reagan A. Hamilton, ChFC® Thumbnail

The Potential Tax Benefits (or Drawbacks) of Form 83(b) | By Reagan A. Hamilton, ChFC®

Form 83(b) is an optional form filed with the IRS that allows you to claim the taxable income of restricted stock on the grant date, rather than the vesting date. In some circumstances, this can be a significant tax savings, allowing you to achieve capital gains tax rates on all the appreciation, instead of only the appreciation amount after the vesting schedule requirement has been met.

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