Posts by Financial Design Studio, Inc.
NQSOs versus ISOs: What’s the Difference?
What are Incentive Stock Options? What are Nonqualified Stock Options? There can be significant tax consequences from exercising options, as well as meaningful tax savings opportunities. We investigate the differences and help you decide your best option.
Read MoreStrategies for Early Retirement Healthcare [Video]
Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.
Read MoreThe Quarterly Advisor: Second Quarter 2023
The Quarterly Advisor: Second Quarter 2023 | Is the Dollar going away? | What to know about CBDC | Retirement Dreams | And More!
Read MorePodcast Episode 18: Forever to Never Tax, with Roth Conversions
In this episode, we cover how to use Roth Conversions and your taxable accounts to create a future with no more taxes!
Read MoreSave on Stock Option Taxes With 83(b) Elections [Video]
83(b) elections are a great way to use stock options to build wealth. This video will break down the what, why, when, and how’s of 83(b) elections.
Read MorePodcast Episode 17: Insurance Mistakes and Misconceptions
In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.
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