The tax surprise lurking in bonuses
The tax and withholding rate on bonus compensation can lead to surprises… and confusion. Here’s what you need to know to make the most out of your bonus.
Checklist: Changing jobs
Changing jobs can be as stressful as it is exhilarating. Where you work can affect everything from your health to your retirement via your benefits package. This checklist can help you keep track of some of the high-level decisions you likely need to make when changing jobs. In addition to reviewing what you might want […]
Checklist: What to do after a layoff
If you recently lost your job, it’s normal to feel stressed and confused. But we want to help ensure that stress doesn’t extend to your finances. This checklist can help you keep track of some of the high-level decisions you’ll likely need to make following a layoff. Use this checklist as a starting point, and […]
What you can do with your bonus
Getting a bonus tends to be a great feeling—you worked hard for it, after all. Getting strategic about how you spend your bonus can help it work hard for you. Here are six ways to put your bonus—or any sudden influx of cash—to work. #1: Pay down high-interest debt If you have high-interest debt, consider […]
How to evaluate a pay and benefit package
When you evaluate the pay and benefits package in a job offer, it can be tempting to focus on the headline salary number. However, the details of the benefits plan could help you create significant wealth in the long run. Here are a few things to look for when reviewing a benefits package. Retirement plans […]
Tax planning for restricted stock units (RSUs)
Restricted stock units (RSUs) are an increasingly common form of bonus compensation. But many recipients don’t understand how they’re taxed.
The tax surprise in your bonus
Everyone loves bonus compensation, but tend to carry a surprise tax hit. Sue Mazzetti looks at why this tax glitch happens and how you can prepare for it.
