by Springwater Wealth | Apr 24, 2018 | Newsletter
This June, Intel will be transferring the administration of employee stock accounts from UBS to eTrade. Intel employees who currently have an account at UBS can choose to keep it, and not have it moved to eTrade. However, all future Intel shares – from RSUs, ESPPs,...
by Springwater Wealth | Apr 17, 2018 | Newsletter
Yesterday one of our clients asked us for the cost basis for a corporate bond that had been in her portfolio. It matured last year (2017) and the principal was returned to our client. Her CPA was working on her taxes and needed to know what our client originally paid...
by Springwater Wealth | Apr 10, 2018 | Newsletter
The dissolution of a marriage is often a very stressful and challenging process, and decisions on dividing retirement assets can often exacerbate things, as this nest egg usually represents the couple’s largest resource base. And making mistakes when splitting these...
by Springwater Wealth | Apr 3, 2018 | Newsletter
So, you’ve managed to save enough to retire and spend the rest of your life doing things that really matter to you. If you’re like most Americans, and did not work in the public sector, you probably don’t have a pension from your prior employer(s). Instead, you saved...