Employees have several unique, often-overlooked tax strategies......
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Welcome to the incredibly nuanced world of retirement planning.....
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Backdoor Roth IRAs stand out as a sophisticated strategy for high-income folks who....
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There are multiple reasons you might want your retirement account money early....
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As your earnings increase, the intricate dance between tax credits and deductions becomes crucial to keeping more of your hard-earned money in your pocket......
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Bob and Julia both work for fictional tech companies. Bob receives $100k worth of ISOs, and Julia gets $100k worth of RSUs. Their situations are...
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The Alternative Minimum Tax (AMT) is a separate tax system intended as a minimum floor to ensure that high-earners with extensive deductions pay a minimal.....
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Equity compensation is the cherry on top tech companies offer to attract brilliant minds like yours and encourage them to stay for at least a few years.....
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Tax loss harvesting is a term that sounds like it should be buried deep in a CPA textbook, but it’s actually a very straightforward...
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Capital gains (noun): The profits from your investments when you sell them for more than you paid. For tech high-earners, capital gains matter profoundly...
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In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make
Why savvy tech’s high-earners are banking on Roth conversions and LIRPs.
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