Category: Financial Planning
Dual Citizenship: Pros/Cons, How, Investments
Dual citizenship or owning multiple passports is not just for international spies. It has become a popular financial goal for many of the wealthy and...
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Understanding NQSO vs ISO: A Comprehensive Guide
Stock options are a common form of equity compensation that can meaningfully impact the future of your wealth. To make the most of them, you...
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Am I Making Mega-Backdoor Roth IRA Mistakes?
If you’ve accumulated substantial wealth from your employment at a tech firm, you likely know about the mega-backdoor Roth strategy for its tax efficiency and...
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Four Ways for Optimizing Your Executive Deferred Comp Plan
A non-qualified deferred compensation plan (NQDC) can be one of the better tax savings and planning tools a tech executive can utilize as part of...
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Maximize Your Tech Equity: Offer Acceptance to Long-Term Growth
A hot topic within the Silicon Valley tech professionals’ circles is total comp. If you want to read debates about the subject, go no further...
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Introducing Our Redesigned Website: A New Chapter at RHS Financial
In today’s fast-paced digital world, continuous improvement is not just an option—it’s a necessity. At RHS Financial, we are committed to embracing change to better...
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Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.
Do you have to pay tax on stocks if you sell and reinvest? Yes. But there’s a way to effectively execute a similar transaction with...
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White Paper: How Much Risk Should You Take? A Better Approach.
When you hire a financial advisor, sign up for a 401(k) at work, or otherwise get started with a new investment plan, one of the...
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How Much Investment Risk Should I Take?
When you engage a financial advisor, enroll in a 401(k) at your workplace, or initiate a new investment strategy, one of the pivotal questions often...
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How to Transform Your Wealth
If you’re earning between $150,000 and $2,000,000 yet feel trapped in the ‘new middle-class high-income’ category, this guide is tailored for you. In the tech...
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