The Retirement Group

Financial Planning

Costco Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Chipotle Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Tesla Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Netflix Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Alphabet Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Amazon Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Microsoft Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Apple Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

NVIDIA Employees: How Options Collars Can Manage Appreciated Stock Without Triggering Taxes

See how Nvidia shareholders can use options collars to manage stock appreciation while avoiding immediate taxation.

Financial Planning

NVIDIA Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...