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In this podcast episode, I share strategies for maximizing tax-preferential accounts like 401(k)s when creating a large tax liability by diversifying company stock.
Make sure that you're fully utilizing a pre-tax 401(k) if you're in an abnormally high tax bracket due to a windfall via equity compensation.
Make the most of your resources by filling up tax-preferential accounts in preparation for financial independence.
Money is fungible - make it do more! :)
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In this podcast episode, I share strategies for maximizing tax-preferential accounts like 401(k)s when creating a large tax liability by diversifying company stock.
Make sure that you're fully utilizing a pre-tax 401(k) if you're in an abnormally high tax bracket due to a windfall via equity compensation.
Make the most of your resources by filling up tax-preferential accounts in preparation for financial independence.
Money is fungible - make it do more! :)