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Planning Opportunities of RSUs: Tax Saving and Hedging Strategies
Recently, in A Tech Employee’s Guide to RSUs, we covered the following key points regarding RSUs: They are a popular form of stock compensation, which are taxed as income as they vest.
Shares held after ves...
Our Bear Market Playbook
This post isn’t meant to minimize the human impact that the Coronavirus has on those affected but simply to share perspective on the impact of the outbreak to the markets and a well-diversified investment portfolio. With the coronavirus pandemic now impacting the entire globe, markets across...
Some Perspective on Recent Market Movements: The Coronavirus and Things to Remember About Investing in Stocks
This post isn’t meant to minimize the human impact that the Coronavirus has on those affected but simply share perspective on the impact of the outbreak to the markets and a well-diversified investment portfolio.
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Leaving Intel And Comparing Health Care Options? COBRA May NOT Be The Most Expensive Option Anymore
Previously, we’ve posted about the importance of giving health care costs and the plan decisions on the open market appropriate context when considering your ability to retire. Today, we want to discuss what ...
A Tech Employee’s Guide to RSUs
RSUs are a popular form of equity compensation at many technology companies like Intel, Apple, Microsoft, or Amazon. They can, along with other types of equity compensation, add up to a significant portion of one’s income each year and become a substantial part of one...
Tax Planning For The Three Phases of Your Financial Life
In 2016, we published two posts on tax planning that we would like to revisit and recap in light of the various changes to the tax code enacted with TCJA (Tax Cuts and Jobs Act) of 2017 and the SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019.
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Everything You Need To Know About Intel Benefits
In a decade of working with Intel employees to help them understand their employer benefits and make smart financial decisions, we’ve analyzed nearly all the elements of Intel’s benefit package and documented most of it on our blog along the way. This post is mea...
Intel’s New HSA Plan at Fidelity
The new year kicks off a lot of exciting changes to the Intel benefits plan. We’ve written about changes to the 401k, Employee Stock Purchase Plan, and SERPLUS (to name a few). What we haven’t touched on yet is the change to Intel’s HSA provider. As a reminder, an HSA is a Health Savings Account...
Two Checklists for Year-End Tax Planning
Checklists are a great tool for year-end tax planning so I’m writing to share two that we regularly use. Whether you’re a corporate employee, a business owner, or you are retired, it is likely that there are tax optimization opportunities to consider implementing be...
