Kristin McKenna, CFP®

President @DarrowWealth. Senior Contributor @Forbes. 2023 InvestmentNews 40 Under 40. Stock options & sudden wealth & cats. Disclosure:

[Kristin McKenna, CFP® @KristinInvests]

Most entrepreneurs are so focused on the GROSS sale price they overlook what they'll actually NET after taxes when selling their business. Here are the key tax implications every business owner needs to understand pre-exit. https://t.co/AgPF6Ij3Yl

[Kristin McKenna, CFP® @KristinInvests]

Where should you put extra cash after a 401(k)? There are 3 main options: a brokerage account, IRA, or Roth IRA. TLDR: a taxable account is usually the best option for high earners. https://t.co/h0BuR7C9LP

[Kristin McKenna, CFP® @KristinInvests]

SpaceX Lockup Release Windows:
- 20% post-Q2 earnings
- 10% if stock closes 30%+ above IPO in 5 of 10 consecutive days before first earnings call
- 5 time-based: 7% each at day 70, 90, 105, 120, and 135
- 28% post-Q3 earnings
- 180 days: lockup ends
https://t.co/2FalcaXKWU

[Kristin McKenna, CFP® @KristinInvests]

After a major liquidity event, parents with young kids should consider superfunding 529 college savings plans. https://t.co/Z9jOmmQ5wE

[Kristin McKenna, CFP® @KristinInvests]

Wish you did more tax planning last year? That means it's a good time to start thinking about 2026! https://t.co/lnHUoOsioE

[Kristin McKenna, CFP® @KristinInvests]

Tax strategies for exercising stock options➡️ https://t.co/EMErNaU8V8

[Kristin McKenna, CFP® @KristinInvests]

Beware of the AMT tax trap when exercising incentive stock options! Timing tax bills with liquidity is key at startups or ahead of an #IPO

[Kristin McKenna, CFP® @KristinInvests]

Turbocharge your tax-loss harvesting strategy with direct indexing. Here's when it could add the most tax alpha. https://t.co/HUu9jnv5Sp

[Kristin McKenna, CFP® @KristinInvests]

I'm not a fan of non-deductible IRA contributions. Most people forget to track/report basis or lose records they must keep forever. But the REVERSE rollover can clean it up, saving you from paying tax twice. Here's how it works. https://t.co/yfSoyPa6uD

[Kristin McKenna, CFP® @KristinInvests]

Since Congress has ignored my pleas to stop overhauling the tax code, I've done some of the heavy lifting for you. Here's several of the biggest changes in 2026, including the bad news for high earners.

https://t.co/Q35p54RJ5X

[Kristin McKenna, CFP® @KristinInvests]

If you have startup stock, don't miss the QSBS exemption: $10M gains, federally tax-free (& maybe state)!

Quick QSBS Check: ✅ U.S. C-Corp? ✅ Assets <$50M when you acquired your stock? ✅ Held for 5 years?

We specialize in all things equity comp!
https://t.co/PwyCZ9d4LK

[Kristin McKenna, CFP® @KristinInvests]

Still sending checks to charity? Donating stock can be a major win for you, and your cause. Here's how it works. https://t.co/pWSKLjk0KF

[Kristin McKenna, CFP® @KristinInvests]

If you're over 50 and make more than $150k/year, get ready for the new Roth 401(k) rules coming in 2026. https://t.co/D7TYb3Umfs

[Kristin McKenna, CFP® @KristinInvests]

Tis the season...for year-end tax planning! Here are 8 strategies to consider to reduce your tax bill. But hurry, time is running out: from a practical standpoint, many of these moves need to be set in motion well before 12/31.
https://t.co/6KWxwRzYSO

[Kristin McKenna, CFP® @KristinInvests]

After inheriting a large IRA from a parent, adult children can face higher taxes due to the distribution requirements. Here are some planning strategies to consider. https://t.co/BHWxdyx1ny

[Kristin McKenna, CFP® @KristinInvests]

IPOs are back! But with liquidity comes rules. Here's what public company corporate insiders and executives need to know about 10b5-1 trading plans. https://t.co/V5tJh1f6oi

[Kristin McKenna, CFP® @KristinInvests]

For high earners, lifestyle creep can easily fly under the radar. Don't risk getting used to a lifestyle you can't afford when you stop working. To enjoy your success now and later, make sure your savings increase faster than your spending.
https://t.co/HTsWsL09T3

[Kristin McKenna, CFP® @KristinInvests]

Investors often delay diversifying because of tax implications. Taxes should always be a component of any investment decision — but not the main driver. Here are 7 ways to take profits from a concentrated holding. https://t.co/2mvHxXTjmB

[Kristin McKenna, CFP® @KristinInvests]

Living off portfolio income may not be the best way to maximize your wealth...or leave more to your kids. https://t.co/EDtABEt2yE

[Kristin McKenna, CFP® @KristinInvests]

Many women outlive their spouse and become caregivers. As women's roles in wealth transfer grow, proactive planning is crucial. The simple process of getting organized helps prepare women to confidently manage complex family finances and be the #FamilyCFO
https://t.co/4h4Gji2xt9