Category: Tax Management
Tech Professionals: HSAs and tax optimization
Optimizing your benefits package can be a satisfying and important part of building your wealth. One tactic to consider is using a Health Savings Account...
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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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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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Short Term Rental Tax Benefits to Reduce Your W2 Taxes
There are very few things that you as a high W2 income earner can do to reduce your tax bill. However, there are short-term rental...
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RHS Financial: What We Offer
What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This...
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17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs
As of January 10th, more than 172,000 tech employees in the U.S. have been laid off, according to Layoffs.fyi. The tech industry has experienced broad...
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How to reduce taxable income for high earners in 2024: W2 edition
As of 2024, when this article was written, if your income is above $161,000 as a single filer or $240,000 as a married filer, sadly,...
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Beware Target Retirement Funds in Non-Retirement Accounts
Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts....
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Effective Giving: Beyond Writing a Check
If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving...
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