Jack and Rebecca hope to retire within the next year. Although they’ve accumulated significant assets during their careers at Dell Technologies, they still lack financial peace of mind. As retirement approaches, they have many unanswered questions about how to make the transition with confidence.
Eric and Kelly need help creating a financial plan for retirement. They’re not looking for every day to feel like Saturday. Instead, they are planning to enjoy financial independence without the need to continue working in big tech.
A smart tax planning strategy is one of the most effective ways to keep more of what you earn and to create a smoother path to and through retirement. Tax planning is not about avoiding taxes but about structuring your savings, income, and investments in the most tax-efficient way possible. By coordinating today’s decisions with your long-term financial plan, you can reduce unnecessary tax burdens and increase financial flexibility.
Learn how Meta’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 Meta’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.
In this short video, I break down the key updates to 2025’s most important financial planning numbers and what they mean for you. From tax brackets and capital gains implications to Social Security and Medicare surcharge updates to 401(k) and HSA contribution limits, I highlight the most impactful shifts and share insights to help you plan financially for 2025.
