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Monthly Archives for: January 2018

Starting over: rebuilding the financial bedrock after loss
23 Jan

Starting over: rebuilding the financial bedrock after loss

Francisco was the last person he would have expected to be divorced. Now that the settlement is behind him, he wants to turn the page in 2018. Get serious about his nonqualified stock options (NQOs), retirement savings and his equity compensation. How will the tax bill impact his tax situation as a single taxpayer with various compensation streams? And what else has he missed on the retirement, tax and equity compensation front?

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