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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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tax implications

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tax implications

Microsoft RSUs & ESPP

Microsoft RSUs & ESPP

July 12, 2023 by Blaine Thiederman

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 […]

Filed Under: Financial Planning, Microsoft Tagged With: Capital gains, Employee Stock Purchase Plan, ESPP, financial advisor, Financial Planning, Microsoft employees, Microsoft RSUs, Microsoft's Deferred Compensation Plan, net worth, Stock price, tax implications, tax liability, vesting period, vesting schedule

Roth TSP vs Roth IRA: How Do They Compare?

Roth TSP vs Roth IRA: How Do They Compare?

June 26, 2023 by Blaine Thiederman

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, […]

Filed Under: Financial Planning, Retirement Planning, Tax Planning Tagged With: contributions, eligibility, Financial Planning, investment options, progress wealth management, retirement savings, Roth IRA, Roth TSP, tax implications

How to Set Up a Trust Fund?

How to Set Up a Trust Fund?

June 21, 2023 by Progress Wealth Management

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 […]

Filed Under: Financial Planning Tagged With: asset management, challenges, estate planning, Financial Planning, professional advice., set up, tax implications, trust fund, trustee

What a Backdoor Roth IRA Is & How to Use It

What a Backdoor Roth IRA Is & How to Use It

June 15, 2023 by Blaine Thiederman

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 […]

Filed Under: Financial Planning Tagged With: Backdoor Roth IRA, conversion process, Financial Planning, high-income earners, progress wealth management, tax implications

What are Unrealized Capital Gains?

What are Unrealized Capital Gains?

June 14, 2023 by Blaine Thiederman

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 […]

Filed Under: Financial Planning Tagged With: Financial Planning, managing gains, progress wealth management, proposed tax changes, real estate investments, staying informed, tax implications, unrealized gains

Amazon’s RSU

Amazon’s RSU

June 6, 2023 by Blaine Thiederman

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, […]

Filed Under: Amazon Tagged With: Amazon RSUs, compensation package, expert advice, investment strategies, managing RSUs, tax implications

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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