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 […]
vesting period
Amazon’s 401k & Roth Conversion
Amazon’s 401k & Roth Conversion
Introduction Welcome to a comprehensive guide to understanding your 401k, specifically tailored for my friends at Amazon. As an experienced financial planner, I’ve had the privilege of helping countless clients navigate their retirement planning, and today, I’m here to help you. Let’s dive into the exciting world of 401k planning and Roth conversions. Firstly, congratulations! […]