In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.
In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.
The mega-backdoor Roth is one of the best employee benefits available for high-earning tech professionals planning their financial future. Learn more about how to use the mega-backdoor Roth to save more tax-efficiently and minimize taxes down the road in retirement.
Health Savings Accounts (HSAs) allow individuals with high-deductible health plans to save for medical expenses by offering a triple-tax advantage. Despite the significant benefits, recent studies suggest that only 10% of Americans utilize HSAs, even though they were introduced in 2003. Learn more in this HSA guide about eligibility, triple-tax advantage, and other important planning considerations.
Restricted stock units (RSUs) are a type of equity compensation for high-earning professionals. Learn more about key terms, taxable consequences, and whether to keep or sell RSUs after they vest.
The Roth IRA is one of the premier account choices when saving for retirement. However, it remains out of reach for some savers due to high-income restrictions. The backdoor Roth strategy provides a solution for many to overcome this obstacle.