DOES THIS SOUND LIKE YOU?
– I know we don’t save as much as we could. What accounts should I prioritize saving in for my goals?
– Should I do the Roth 401(k) option or the traditional 401(k) option, or a spilt? Can I, and how can I do a mega-back door 401(k) contribution?
– How much will this stock cost me in capital gains to sell? Better yet, how do I reduce this concentration risk while paying the lowest amount of taxes?
– Cash is pilling up, but we are nervous about the stock market, how much should we keep in cash, and is the stock market our only option to invest in?
YOU’RE NOT ALONE.
Success can be overwhelming. Google, Amazon, Apple, Spotify, Cisco, and many other of our client’s employers have great work place benefits options. But, there’s so many: Restricted stock, ESOs, ISOs, NSOs, RSUs, PSUs, ESPPs, deferred compensation and how to invest it, along with more complex 401(k)s, and now more demanding job responsibilities.