2025 Tax Preparation Checklist
April is right around the corner! Which means everyone’s favorite chore is as well… gathering everything needed to help file your taxes! Life changes year to year as you accumulate wealth and grow your net worth.…
By Matthew Nelson
February 13, 2025
New Inherited IRA Rules 2025
The long-overdue final rules and regulations for those who have inherited IRA funds post January 1st, 2020, have now been released by the IRS. These finalized regulations are intended to provide more clarity to what has…
By Jacob LaRue
December 26, 2024
What Are Roth Conversions?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes…
By Matthew Nelson
September 26, 2024
How to Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential in achieving financial…
By Matthew Nelson
August 22, 2024
Why the 83(b) Election is a Game-Changer for Startups
Startup equity comes with a ticking clock. If you’ve received restricted stock or early-exercised stock options, one of the most important decisions you’ll make — and one that’s easy to miss — is whether to file…
By Jacob LaRue
August 15, 2024
The TCJA Expiration
With 2024 halfway gone, it is a good time to remind you of the potential tax changes coming at the start of 2026 with the expiration of the Tax Cuts and Jobs Act (TCJA). The Tax…
By Jacob LaRue
July 4, 2024
RSU Mistakes to Avoid
Could you be avoiding common RSU mistakes? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a…
By Matthew Nelson
March 28, 2024
MedTech Industry Benefits & Personal Finances
The world of MedTech is dynamic, with a goal to drive impactful change. Whether you’re a Medical Device Representative, an executive leader, or are forging your path within MedTech, the industry offers unique benefits with financial…
By Matthew Nelson
March 21, 2024
Important Tax Planning Numbers for 2024
Limits, Contributions, Deductions – Do you know the critical updates for each for tax planning in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together…
By Matthew Nelson
March 14, 2024
