Articles - Tech Employees

Restricted Stock Unit (RSU) Taxation: Stay On Top of Your Tax Withholding

Every year, I get new clients who are surprised they still owe a significant amount in taxes on April 15, especially when they’ve set their tax withholding allowances to 0. Those same clients thought they would have enough taxes withheld by making that election alone. Unfortunately, because of their compensation structure, that’s not the case.

Traditional vs. Roth 401k: Which is Best for You?

Roth 401(k) and 403(b) accounts first hit the retirement plan market in 2006, but have only recently been more widely adopted by employers as an offering to their employees. While potentially another great option for you to save more for retirement, choosing between a Traditional and a Roth 401(k) adds yet another decision for you to make in your financial life. So together, let’s decide which is right for you.

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