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April 2, 2024

Despite some inflation worries, markets soared in Q1, driven by optimism about growth and future interest rate cuts. Will stocks continue to rise? Is that predicted recession still coming? Let’s take a look at what happened in Q1 and what might happen next.

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March 10, 2024

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.

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March 7, 2024

Dell’s restricted stock units offer the ability for employees to earn additional compensation beyond base salary and bonus. It serves as a powerful tool to incentivize employees to stay with and grow with the company long-term. Learn everything Dell employees need to know about their restricted stock units, including: how it works, the vesting schedule, tax consequences, and what to do after RSUs vest.

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March 5, 2024

Everything we experience shapes our beliefs, behaviors––our reality. But if personal bias is how we favor or judge decisions, then those judgements can be exploited if incorrect. And during your next financial decision, they could unknowingly affect even the tiniest details. Here are 5 biases that can derail our financial decisions and how we can potentially avoid them.

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February 13, 2024

Learn how Dell’s mega-backdoor Roth strategy helps employees boost retirement savings beyond standard limits and enjoy tax-free growth. This powerful strategy allows after-tax contributions to grow tax-free, offering a significant advantage for long-term wealth accumulation.

In this guide, you’ll learn everything about Dell’s mega-backdoor Roth, including how it works, contribution limits, tax implications, and case studies to help you decide if it’s right for you.