Is a mega backdoor Roth 401(k) or IRA the right move for your retirement savings strategy? Here’s what you need to know about this tax-smart strategy before you start.

Do you know how to value RSUs as part of your portfolio or in a new job offer? Here’s how to estimate how much they’re worth.

How has OBBBA changed the tax game for charitable giving? If you want to make the most of your charitable giving, here are your next steps.

What do tech employees need to know about their sell to cover stock options and tax implications? Get the breakdown here so that you can plan!

The EV federal tax credit is set to expire in late September 2025. Here’s why you should take advantage of the benefit (worth up to $7500!) while it’s still around.

This One Big Beautiful Bill Act summary will give you everything you need to know to make the new legislation work for you as a high-income household.

Stock options can be a fantastic addition to a diversified portfolio, but are you prepared for the potential downsides? Here’s what you need to know about some unexpected costs that could affect their value.

On Jan. 1, 2022, the state’s controversial capital gains tax officially became active. Here’s a quick explanation of the capital gains tax in Washington state and how to protect your portfolio.

Among many financial benefits, Meta (formerly Facebook) offers a robust 401k plan for its employees. By fully leveraging your financial opportunities while working for Meta, you can build a strong foundation for your future.

As an employee at Google (or anywhere else, for that matter), it’s essential to start planning for retirement. That means taking a closer look at your employer’s retirement plan. Like many other major tech companies, Google offers a 401(k) to help employees save for their future.

If you’re looking for a new way to invest and save money on taxes, consider strategies such as the backdoor Roth. This is a highly effective way for people to save for retirement while cutting back on future taxes.

Many tech companies use restricted stock units (RSUs) to compensate their employees. This form of compensation can present meaningful upside over traditional cash if the company’s underlying stock performs well.

The IRS has released the new contribution limits for retirement accounts beginning in 2024. How much can you contribute to max out your accounts?

Learn more about the IRS announcement that they will be delaying some of the Secure 2.0 Act that impacted retirement savings of high-income earners. 

How can personal tax planning minimize your tax liabilities? Start planning some of these savvy moves today! 

Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. The goal of asset allocation is to balance risk and return.

High-income earners find that their tax bill can sometimes be outrageous at the end of the year, sacrificing earnings with little to show for it.

At tech giants like Google and Meta (Facebook), Restricted stock units (RSUs) are a crucial part of your compensation package.

Dropping from a 9.62% interest rate, Series I Bonds have been reset to 6.89%. Bondholders are getting a lower rate because inflation growth is slowing.

These grants are broadly similar to RSUs, but they are typically given out after an initial RSU package to keep compensation levels consistent over time. They’re also offered to encourage employees to stick with their current job (aka “golden handcuffs”).

To get the most out of your RSUs, you’ll need to understand the nitty-gritty of this form of compensation, including when and how your units will vest. Read on for four facts about RSU vesting everyone in the tech industry should know.