Weapon

Coast FI Planning: High Earners’ Secret Retirement Weapon

Investment Tips /
Coast FI Planning: High Earners' Secret Retirement Weapon

Company executives are facing a career planning landscape with two unique challenges. Many have received restricted stock units (RSUs), non-qualified stock options (NSOs) and incentive stock options (ISOs) as a significant part of compensation, and a stock market tailwind has rewarded their hard work with meaningful wealth. This “golden handcuffs” comp structure incentivizes sticking around […]

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Freelancing and Concerned About Your Future? This Tax-Advantaged Tool Is Your Secret Weapon

Investment Tips /
Freelancing and Concerned About Your Future? This Tax-Advantaged Tool Is Your Secret Weapon

Key Takeaways Freelancing doesn’t mean you can’t save for retirement. Contributions to a Roth IRA are made using after-tax dollars, and your account grows tax-free. SEP IRAs, SIMPLE IRAs, and solo 401(k)s let you save more for retirement than a Roth IRA. Save early, maximize your contributions, and speak with a financial advisor. Approximately 14%

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