The Retirement Group

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

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

Discover the risks and potential drawbacks of ultra-long zero-coupon Treasury bonds in retirement planning. This article explores how interest-rate...

Financial Planning

PayPal 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...