Introduction Welcome! I’m thrilled to walk you through the landscape of Microsoft’s RSUs (Restricted Stock Units) and ESPP (Employee Stock Purchase Plan). As a financial advisor, it’s my passion to help individuals, like you, understand these concepts and how they can significantly impact your wealth creation journey. If you are a Microsoft employee or planning […]
tax implications
Roth TSP vs Roth IRA: How Do They Compare?
Roth TSP vs Roth IRA: How Do They Compare?
Introduction Retirement planning is a critical aspect of securing a financially stable future. As individuals embark on their journey towards retirement, they are often confronted with a myriad of retirement savings options. Two popular choices among many are the Roth Thrift Savings Plan (TSP) and the Roth Individual Retirement Account (IRA). In this comprehensive article, […]
How to Set Up a Trust Fund?
How to Set Up a Trust Fund?
Key Points Introduction Setting up a trust fund is an essential step in securing your financial future and protecting your assets. A trust fund is a legal arrangement that allows you to transfer ownership of your assets to a trustee, who manages and distributes them according to your instructions. This comprehensive guide will walk you […]
What a Backdoor Roth IRA Is & How to Use It
What a Backdoor Roth IRA Is & How to Use It
Key Points Introduction Welcome to our comprehensive guide on the topic of “What a Backdoor Roth IRA Is & How to Use It.” In this article, we will explore the concept of a Backdoor Roth IRA and delve into the key aspects you need to understand in order to effectively utilize this strategy. A Backdoor […]
What are Unrealized Capital Gains?
What are Unrealized Capital Gains?
Key Points Introduction Unrealized capital gains are a crucial concept in the realm of taxation and investment. They represent the increase in the value of an asset that has not yet been sold or realized. Understanding unrealized gains is essential for investors and taxpayers alike, as it directly impacts their taxable income and potential tax […]
Amazon’s RSU
Amazon’s RSU
Key Points Introduction As an Amazon employee, you are likely familiar with the term “RSUs” or Restricted Stock Units. RSUs are a crucial element of your compensation package, serving as a significant contributor to your overall earnings. Understanding the ins and outs of Amazon RSUs is essential for making informed financial decisions. In this article, […]