IMHO, you have provided insufficient info. to answer you question adequately. However, one area to pay particular attention to is oyur company stock (on the presumption that you hold or a re the beneficiary of this stock inside of a qualified plan). You may wish to consider having the stock distributed to you immediately/soon & pay the taxes on that diostribution remembering that the amount you pay taxes on is your basis (purchase price) of the stock; not its current value. The difference bewtween purchase price & current/future value is called NUA (net unrealized appreciation) and the NUA is taxed as a long term capital gain (at lower rates) whien you sell the stock.