Retirement Years

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Retirement Years

You've reached a significant milestone in your life journey, transitioning into the well-deserved phase of retirement after years of hard work and dedication to your career. From managing your retirement savings and understanding pension plans to optimizing your Social Security benefits and crafting a sustainable income strategy, there's a myriad of factors to consider. We will guide you through the process to navigate the complexities of retirement planning so you can enjoy your retirement years with confidence and fulfillment.

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For a startup employee, learning about your company’s initial public offering (IPO) is an exciting time. But it’s also overwhelming from a financial planning perspective. You have a variety of different equity grants, and you must decide what to do with each one. How many stock options should you exercise and sell, and when? What will your tax obligations be, and how can you minimize them?

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When you die, the default outcome is that you and your loved ones pay for the privilege for all your finances to become public record for anyone to view. You can easily avoid this by simply using a trust. Otherwise, your estate is submitted to a process called probate, where the state judicial system will publically gather your holdings, pay your creditors, and distribute the remaining assets (per your will, if you left one; to family members, per the state’s default rules if you did not). This process costs roughly 2-7% of your total probatable assets and delays the inheritance process by 12-18 months. Trusts allow you to bypass the entire probate process and have control over the distribution of your assets after death.

Estate Deep Dive

An estate plan is the set of instructions on what to do about you after you’re dead. Since you’re dead, you can’t handle your own affairs yourself anymore, so the estate plan explains what you want to happen.

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Important Disclosure: This material is provided for informational purposes only and is not intended to be investment, tax, or legal advice nor a recommendation to buy, sell, or hold any securities or investments. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training.
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The information provided herein is based on sources believed to be reliable, but Compound Advisors makes no representation or warranty as to its accuracy, completeness, or reliability. Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information.

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Retirement Years

Retirement Years

Estate 101

Estate Deep Dive

Investing

Borrowing

Tax

Estate Planning

Philanthropy

Insurance

Company Equity

Career