Inherited IRA Tax Rules Explained
Getting an inheritance, especially an IRA, might feel like a win at first. But, the tax rules attached to it? They can get complicated fast. Make one wrong move, and it could cost you.
How to Avoid Common RSU Tax Mistakes
Restricted stock units can be a powerful part of an executive’s compensation, but if the tax side isn’t handled strategically, they can cause more problems than they’re worth. In this video, Jeff McClean, CEO of Solidarity Wealth, sits down with Lynn Evans, Tax Advisor & Director of Family Office Services, to talk through the RSU […]
Strategies for Navigating a High-Income Year
For entrepreneurs and executives, a high-income year—whether from a capital event like selling a business or a large bonus—brings both opportunities and challenges. Managing the tax implications of a substantial income is no small feat. Our latest video offers smart strategies to help you balance taxes, investments, and long-term goals. In this video, you’ll learn […]
8 Proactive Year-End Tax Strategies for 2024
By Lynn Evans As 2024 draws to a close, now is the time to take a proactive approach to your financial and tax planning to maximize savings and align financial decisions with long-term goals. At Solidarity Wealth, we know that reducing tax exposure requires more than last-minute adjustments—it demands a thoughtful, forward-looking strategy. With a […]