Jason Bayuk, Financial Planner
CERTIFIED FINANCIAL PLANNER™ professional at Barnum Premier Client Group Each member contributes specialized perspectives and expertise. Member SIPC.
As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, Jason Bayuk offers investment management and asset protection solutions to individuals and their families. He also works extensively with business owners and corporate executives delivering financial education, executive compensation strategies, and business succession planning. Jason is part of a team of financial professionals that pr
07/05/2023
Estate tax laws are hard to predict. That makes planning for them a challenge, but the current high estate tax exemption creates a unique, likely temporary, opportunity to move wealth tax-free. Whether or not that’s an opportunity you want to take advantage of, understanding your estate tax risk is a critical first step in protecting your legacy. Check out the link to my blog article below to learn more: https://bit.ly/3NYMUSY
CRN202606-4516495
06/28/2023
“Do I hold or sell my restricted stock unit (RSU)?” is a common question I hear. The best way to treat a vested RSU is like it’s a cash bonus on the vesting date. I wrote this article to share some key insights on the topic: https://bit.ly/3CRcTFn
CRN202606-4516495
06/26/2023
Estate taxes have the potential to significantly diminish the wealth passed on to future generations. Imagine a scenario where a considerable portion of your hard-earned assets intended for your loved ones goes toward paying estate taxes. Without proper planning, your legacy could be compromised, and your beneficiaries might not receive the full benefits you intended for them. Check out the link to my blog article below to learn more: https://bit.ly/43YFtke
CRN202606-4607489
06/23/2023
Does your employer allow after-tax contributions to your retirement plan? If they do,
and you’re able to transfer that money to a Roth IRA or Roth 401k, you may be able to take advantage of a strategy called the “Mega Backdoor Roth” and boost your retirement accounts. Read more on this concept in my latest article: https://bit.ly/3JureLA
CRN202606-4516495
06/15/2023
Does your company provide restricted stock units (RSUs) as a part of your overall compensation package? If so, my latest article can help you learn about your stock options and how to make smart decisions. https://bit.ly/3PfzqTF
CRN202606-4516495
06/09/2023
Are you a high-income earner and super saver? The Mega Backdoor Roth strategy may be a lucrative loophole for your retirement plan. It could allow you to make after-tax contributions to your retirement accounts beyond the limits of traditional IRAs. Check out my newest article to learn more. https://bit.ly/3Xe3VM5
CRN202606-4516495
04/18/2023
As a reminder, Tax Day is today! Be sure to submit your 2022 tax returns or an extension to file and pay tax owed today
CRN202604-4254065
02/16/2022
My SB Champs 🤝
Congratulations to and .io on an incredible SB event 🔥
A big thank you to everyone who made it happen, esp our team 🖤
Sharing experiences with our peers at Barnum Financial Group. Putting in the work for DEI.
Click here to claim your Sponsored Listing.
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