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RHS Financial: What We Offer

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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Dual Citizenship: Pros/Cons, How, Investments

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

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?

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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Tech Sector Equity Compensation: A Starter’s Guide for Success

Tech Sector Equity Compensation: A Starter’s Guide for Success

When you work for a company, your pay package usually consists of basic components, including your wage, health care, retirement savings plan, 401(k), and potential...
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Four Ways for Optimizing Your Executive Deferred Comp Plan

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

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

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 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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How Much Investment Risk Should I Take?

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

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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Retirement is a difficult job to do right. The three things you need to know if you are within ten years of retiring.

Retirement is a difficult job to do right. The three things you need to know if you are within ten years of retiring.

According to Fidelity, 79% of Americans are confident they are in a place to be able to retire how and when they want. But this...
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2023 So Far: Growth Strikes Back, Macro Mysteries, and Why AI is Overblown

2023 So Far: Growth Strikes Back, Macro Mysteries, and Why AI is Overblown

Summary: Stocks rallied in the first half of 2023, led by growth stocks, especially tech stocks, especially AI stocks. While the US economy has performed better...
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