Helping employees of technology companies maximize their equity compensation, employer benefits and accelerate their financial progress. We help technology employees gain the confidence they're on track to reach their financial goals. Are you a Tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.
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At Cordant, we've developed a team that is comprised of experienced professionals whose specialties cover the entire wealth management spectrum, from investments and taxes to comprehensive financial planning. With our approach, you benefit from our team's collective strengths and knowledge through all stages of life and financial growth.
15-minute call to talk about your goals, needs and concerns. If it makes sense to continue evaluating working together, we'll schedule an Introductory Meeting and request a few documents from you. We'll take what we learned in our Discovery call and dive deeper into your financial situation, our process and how we can help.
Restricted Stock Units (RSUs) are a popular form of equity compensation at many tech companies. Since RSUs can make up a significant portion of your income and net worth over time, it's crucial to understand how they work, how they are taxed, and have an investment strategy in place for managing your RSU compensation.
For qualifying employees, a 409(a) Nonqualified Deferred Compensation Plans present an opportunity to defer a portion of your income today and therefore reduce your tax bill. The main benefit of these plans is the tax deferral feature-the ability to invest your money pre-tax and have it grow untaxed until the money is paid out.
For those who's employer 401(k) plans allow after-tax contributions, the Mega Backdoor Roth allows you to increase your tax advantaged savings. If you're over the income limits for a Roth IRA, the after-tax salary deferral feature of your 401(k) allows you to not only fund a Roth vehicle, but defer up to 3 times more than a normal IRA contribution.
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