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Southern Pension Services
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Anchor 3(16) Fiduciary Solutions
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Pentegra
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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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Ideas for Year-End 2025 Planning with Stock Comp, Part 1
myStockOptions.com 
Nov. 5, 2025 "When you are evaluating whether to exercise stock options or sell shares from vested restricted stock/RSUs or an ESPP, you want to consider the thresholds that may trigger higher tax rates for you either this year or next. Assess whether you should defer income into next year or accelerate income into this year. Project your income from equity awards to see whether it will trigger the additional Medicare taxes on high incomes this year or next year." MORE >> |
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