How Should Your Client Invest Their Bonus in 2025?

Expert Opinion February 28, 2025 at 05:05 PM
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What You Need To Know

  • Cash bonuses may have tax withheld at a different rate than other compensation.
  • Consider using the cash to rebalance or to max out their retirement account contributions.
  • Bonuses received as stock based compensation have their own set of rules.
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