Need help with Net Unrealized Appreciation? Employees holding highly appreciated company stock inside a 401(k) Plan may have access...
Archive for category: Video Library
NVIDIA RSUs (NSUs) Explained: Vesting, Taxes & Diversification
Rhame & Gorrell Wealth Management, NVIDIA, Video LibraryNeed help with your NVIDIA NSUs? In this video, we cover how NVIDIA's vesting schedule works, how RSUs are...
The Mega Backdoor Roth Strategy For Microsoft Employees Video
Rhame & Gorrell Wealth Management, Amazon, Video LibraryNeed help implementing the Mega Backdoor Roth strategy? In this video, we'll help you understand the potential of the...
The ExxonMobil Pension Plan – A Guide to Your Benefit and Distribution Options
Rhame & Gorrell Wealth Management, Video LibraryNeed help with the ExxonMobil Pension? The ExxonMobil Pension Plan is one of the most valuable retirement benefits available...
The Shell Pension Plan – Benefit Calculations, Distribution Options, and Tax Strategy
Rhame & Gorrell Wealth Management, Shell, Video LibraryNeed help understanding the Shell Pension Plan? The Shell Pension Plan is one of the most significant retirement benefits...
The Mega Backdoor Roth Strategy For Baker Hughes Employees Video
Rhame & Gorrell Wealth Management, Video LibraryNeed help implementing the Mega Backdoor Roth strategy? In this video, we'll help you understand the potential of the...
Maximizing Charitable Contributions with Deduction Lumping and Asset-Based Giving Video
Rhame & Gorrell Wealth Management, Video LibraryNeed help timing your charitable contributions? For many taxpayers, charitable giving doesn't actually reduce their tax bill, but with...
The Mega Backdoor Roth Strategy For Chevron Employees Video
Rhame & Gorrell Wealth Management, Video LibraryNeed help implementing the Mega Backdoor Roth strategy? The Chevron ESIP allows employees to leverage the Mega Backdoor Roth...
Net Unrealized Appreciation at ExxonMobil Video – Preferential Tax Treatment on XOM in the Savings Plan at Voya
Rhame & Gorrell Wealth Management, Video LibraryNeed help with the Net Unrealized Appreciation strategy? ExxonMobil employees often hold low cost basis XOM in their Savings...
The Mega Backdoor Roth Strategy For Apple Employees
Rhame & Gorrell Wealth Management, Video LibraryNeed help implementing the Mega Backdoor Roth IRA strategy? Apple employees have access to a powerful tax strategy that...
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