DO MORE WITH YOUR MONEY

Use Your Equity Comp To Maximize Your 401(k)


Listen Later

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! :)

...more
View all episodesView all episodes
Download on the App Store

DO MORE WITH YOUR MONEYBy TJ van Gerven

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings