Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
The Road to a Tax-Savvy Retirement
The Road to a Tax-Savvy Retirement
If you are in or near retirement, you already know that planning for financial security can be hard. But did you know that taxes could potentially decimate all your hard work? In our live webinar for adults aged 55 and older, you will learn:
- What the rising US National Debt can mean for your retirement
- Strategies designed to shield your hard-earned money from rising tax rates
- A little-known “Roth secret” that can potentially create tax-free income for your family
- And much more...
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Additional Online Resources
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #4
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Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
New Payroll Tax in Washington State
Do you work at Amazon, Microsoft, Facebook, F5 Networks, or any of the other large tech employers in Washington State? Do you earn over $300,000 a year? If so, read this!
