Introductory Events

Topics Include:

• Making effective decisions regarding RSUs/PSUs
• Properly using deferred comp of salary and IC
• Incorporating future-based tax strategies for the ESOP
• Designing your appropriate exit strategy for SARS
• Taking advantage of the Savings Restoration Plan and PPP
• Actually tying your asset allocation to your retirement plan
• Customizing a plan for Roth matched exactly to your retirement goal

Topics Include:

• The use of Roth with a six-figure income in retirement 
• Matching Asset Allocation directly to your retirement plan
• An opportunity to ask questions of a fiduciary
• Collaborative approach to your decisions
• How to plan to spend more while young in retirement

Topics include:

• Important ESOP tax treatment in retirement
• Taking full advantage of Roth strategies in IRAs and 401(k)s
• A mathematical approach to customized asset allocation
• 401(k) Brokerage account management
• Proactive planning for market crashes
• Appropriate 529 funding for successful professionals
• Tax-sensitive rebalancing
• Long term Roth impact for a seven-figure net worth