What are Restricted Stock Units (RSUs)?
Stock Options vs. Restricted Stock Units (RSUs)
Create a plan for your RSUs
ENJOY THE SHOW?
Understand the purpose of what you’re saving for
Know your short to medium term goals
Home purchase fund
Other goals? Travel, new...
Progressive tax bracket
Everyone pays $1,905 on first $19,050 of taxable
$140k taxes at $400k?
35% tax bracket
Actual taxes = $91,379 (22.8% taxes)
“My parents bought a home for $300k 30 years ago now it’s worth $1mm”
About 4% rate of return in this...
Know your retirement funding deadlines:
12/31 - Last day to pay itemized deductions, establish a solo 401k, complete contributions to employer...
Do I Need an Emergency Fund?
Rule of thumb
3 to six months of income
Is there a better way?
Know your expenses