FINANCIAL PLANNING FOR TECH PROFESSIONALS
MAKING THE MOST OF YOUR UNIQUE FINANCIAL SITUATION
We help tech professionals reach their financial goals.
Organize your balance sheet and determine how tech professional assets (401(k), RSUs, and Deferred Compensation) can be used to limit taxes and plan your financial future.
Determine optimal strategies for managing 401(k) [including mega-backdoor], RSUs, and deferred compensation.
Stress-test planning scenarios for reaching financial different goals, life changes, and market fluctuations so you know where you stand.
When you’re ready, we’re here to help you transition from being a high-earning tech professional to enjoy retirement on your terms or whatever’s next.
AREAS OF EXPERTISE
- 401(k) + Mega-Backdoor 401(k) Strategy
- RSUs
- Deferred Compensation
- Backdoor Roth IRA Strategy
- HSAs
Your company’s 401(k) plan offers investments that can serve as a puzzle piece towards a globally diversified portfolio. Let us help you determine the right mix.
We ensure that you’re saving optimally between your pre-tax, Roth, and after-tax Roth options.
Safe Landing Financial enjoys helping tech professionals enroll in the mega-backdoor Roth strategy to maximize 401(k) savings when applicable.
Restricted stock units (RSUs) can make up a large portion of your total compensation. Let us help you plan for the cash flows and tax burden associated with the RSU income.
We ensure that you’re making financially sound decisions for how much investment risk to take and determining when to diversify shares with confidence.
For eligible employees, deferred compensation can be a valuable resource to minimize taxes and grow wealth. But it comes with risks that are important to understand and accept before moving forward.
We can help you determine if deferred compensation is a good fit for your unique decision. We can help you evaluate your options, weigh the risks, and move forward with confidence.
The Roth IRA is one of the premier account choices when saving tax-efficiently for retirement. However, it remains out of reach for some savers due to high-income restrictions.
The backdoor Roth IRA strategy provides a solution for many to overcome this obstacle.
Learn more about backdoor Roth strategy.
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.
Disclosure: Even though many of our clients are current and former tech professionals employees, Safe Landing Financial is not affiliated, associated, or endorsed by tech companies. This information is supplied from sources that we believe to be reliable, however, we cannot guarantee the accuracy. All information is subject to change without notice. Please refer to your employer’s benefits guide for up-to-date information.
FREE FINANCIAL PLANNING CONSULTATION
FOR TECH PROFESSIONALS
A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.
This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.
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