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Employee Stock Purchase Plan (ESPP): The 5 Things You Need to Know
In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy. A...
A Tech Employee’s Guide to RSUs
Restricted Stock Units (RSUs) are a popular form of equity compensation at many tech 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...
RSU Taxes Explained + 4 Tax Saving Strategies for 2021
In this article, we will tell you everything you need to know about how Restricted Stock Units (RSUs) are taxed. Plus, we'll cover four strategies to consider with your RSU compensation to reduce your tax bill. If you're a Tech employee, we also recommend you chec...
Siemens Deferred Compensation Elections for Former Employees of Mentor Graphics: 4 Steps to Consider
Article Summary & Key Points
Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary ...
The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**
Today we are going to tell you everythin...
SERPLUS or Mega Roth? Prioritizing Two of Intel’s Tax-Preferenced Savings Opportunities
Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other ta...
Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty
A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it's undoubtedly true with investing. However, despite the unpredictab...
The Impact of Relative-Owned 529 Plans on Financial Aid
While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the nece...
Navigating Medicare’s Annual Enrollment Period
Every year, we get a lot of questions about Medicare open enrollment and who is eligible to make changes to their coverage. Below is a guide to help you navigate some of the questions we are frequently asked.
When is Medicare open enrollment for 2021 coverage?
The ...
