Fee-only investment advisory firm and full-time fiduciary. Comprehensive wealth management for individuals. Family business. Disclosure: https://xitter.cf/t.co/5EUNRh7l1U
Boston & Needham, MA
Joined February 2013
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How to determine when you should sell your business and how much is enough to retire on. darrowwealthmanagement.com/b…
Trump IRAs are here. Kids born 2025-2028 receive a one-time $1,000 federal contribution, and families can add up to $5,000/year per child with no earned income requirement. forbes.com/sites/kristinmcke…
Have you experienced sudden wealth syndrome? Guilt, pressure, awkwardness of being the only one in your circle who suddenly has a lot more than everyone else? Here's how to avoid it and the dos & don'ts after a windfall. darrowwealthmanagement.com/b…
Kristin breaks down what Anthropic employees should be doing before the IPO in a new guide
RSUs and stock options are very different forms of equity compensation, from upside and taxes to risk and planning. Here's a detailed comparison on RSU vs stock options. darrowwealthmanagement.com/b…
Need cash but don't want to trigger capital gains? Borrowing against your portfolio can bridge the gap between when you need the money and when it arrives. Learn more about using a securities-backed line of credit. forbes.com/sites/kristinmcke…
If you quit, odds are nothing will happen to your 401(k) unless you initiate it. But if you’ve switched jobs and haven’t touched your old 401(k), consider your options. darrowwealthmanagement.com/b…
Where should you put extra cash after maxing out your 401(k)? Here's what we typically suggest to high earners. darrowwealthmanagement.com/b…
The first 90 days after a liquidity event are about getting organized, confirming what you have, estimating taxes, and protecting flexibility before making big decisions. Here's a 90 day post-liquidity checklist. darrowwealthmanagement.com/b…
Is the 4% in retirement rule broken? darrowwealthmanagement.com/b…
"How much do I need to retire at 60?" It depends on how much you spend. There's no single magic number, but here's some math from @KristinInvests on what annual spending might be supported using hypothetical portfolio sizes from $2M to $15M.
darrowwealthmanagement.com/b…
With SpaceX, OpenAI, etc. set to IPO, 2026 may be a landmark year for employees with stock.
@KristinInvests created a pre-IPO financial planning checklist for @Forbes covering what employees with equity should be do before their company goes public: forbes.com/sites/kristinmcke…
What is direct indexing — and how are HNW investors using it to generate tax alpha? By harvesting losses from individual stocks, not an ETF. @Kristininvests explains the mechanics and how it works with a cash windfall. forbes.com/sites/kristinmcke…
#1 Tax Planning Tip for Employees with Equity: Before selling in an IPO or tender offer, find out if your shares qualify to be 100% tax-free (up to $10M or $15M) using the Qualified Small Business Stock (QSBS) tax exemption. darrowwealthmanagement.com/b…
Everything you need to know about your restricted stock units (RSUs) darrowwealthmanagement.com/b…
The REVERSE rollover is the magic eraser for IRA tax headaches caused by non-deductible contributions. If done successfully, it means no more pro-rata rule, double taxation, or endless recordkeeping.
How to reduce tax by donating highly appreciated stock. darrowwealthmanagement.com/b…
Expecting a major financial windfall? Start by assembling your professional advisory team. darrowwealthmanagement.com/b…
Hate taxes? Learn more about capital gains taxes and strategies to reduce your tax bill. darrowwealthmanagement.com/b…
Major changes to the 401(k) rules are here for workers over 50. Here's what you need to know. forbes.com/sites/kristinmcke…
