Roth IRAs offer tax-free growth that can outpace other investment accounts by hundreds of thousands of dollars. This article teaches you how to invest your Roth IRA money.

Calculating taxes on your RSUs doesn’t need to be difficult. This article provides you with a free RSU tax calculator you can use or download for yourself.

Most financial decisions come with some sort of tax consequence. After working with hundreds of people in tech, this article breaks down the tax strategy mistakes we see most often.

The RSU Offset line item is easily misunderstood. This article defines what it is and how it’s often different at different tech companies.

If you’re a high earner receiving Nvidia RSUs in California, choosing the right tax withholding rate can help you avoid painful underpayment penalties. This article breaks down how NVDA’s custom RSU withholding election works, why it matters, and how to decide what’s right for you.

With Chime’s IPO coming up, RSU holders need to decide how much they would like to have withheld from their RSUs. 22% of 37%.

California’s estimated tax rules can catch people off guard. California's unique quarterly payment schedule and funky safe harbor rules cause people to pay penalties that could easily be avoided. This article breaks down how to avoid underpayment penalties in CA.

Wash sale rules and RSUs are quite the combo. If you’ve received RSUs long enough, you’ve probably accidentally tripped the rules. This article explains wash sale rules simply so you can better manage your RSUs.

RSUs are a great form of equity compensation. Their biggest downside is that you owe taxes when they vest. This article teaches you several methods to avoid paying taxes on your RSUs after they vest.

Typically you owe taxes at two points with restricted stock units (RSUs). In this article we discuss the two primary moments you’ll owe tax on your RSUs.

If you max out your 401(k) early in the year, you might be missing out on part of your employer match and not even know it. If your company doesn’t offer a 401(k) true-up, you could be leaving thousands of dollars of employer match money on the table.

An ESPP Double Tax is when sales of your ESPP incorrectly show higher gains than what you actually have, resulting in potentially thousands of dollars of extra taxes. This article teaches you how to avoid this double tax mistake.

Super Micro Computers (SMCI) has had one of the strongest performances over 5 years that any stock has seen. It’s left many employees wondering how they should be managing their RSUs. This article teaches you most of what you need to know.

Qualified Small Business Stock (QSBS) is considered one of the best tax-saving opportunities for people in tech. This article shares the basics of California’s State-specific rules for QSBS.

Expiring Non-Qualified Stock Options (NSOs) require timely decisions to avoid missed opportunities. This guide walks you through key steps—from understanding expiration timelines to building an exercise strategy and estimating taxes—to help you make the most of your expiring NSOs.

Advice-Only advisors serve and advise their clients without the typical structure of investment management. Instead focus is shifted on what advice clients truly need.

Your 401(k) is one of the best tools at your disposal for building wealth. In this article we explore 6 key benefits of your 401(k).

You probably know when RSUs are taxed, but you might not be aware that you can accidentally pay taxes twice if you’re not careful.

This article will teach you how to early exercise NSOs and will explain when it is beneficial. Something as simple as early exercising NSOs can save hundreds of thousands of dollars in taxes.

Having a Mega Backdoor Roth (MBDR) ability is a game-changer within a 401(k). This article dives into why it's so great and how to make use of it.