Need help implementing the Mega Backdoor Roth IRA strategy? Google employees have access to a powerful tax strategy that...
Archive for category: Video Library
ExxonMobil Restricted Stock Units (RSUs): Key Aspects and Tax Treatment
Rhame & Gorrell Wealth Management, Video LibraryFor high-performing ExxonMobil employees, Restricted Stock Units (RSUs) can be a valuable component of your overall compensation package. ExxonMobil's...
How Apple’s ESPP Works: Lookback, Discount, and Taxes
Rhame & Gorrell Wealth Management, Apple, Video LibraryIn this video, we cover the mechanics of Apple's ESPP, including contribution limits, the six-month lookback, and the holding...
Net Unrealized Appreciation (NUA): A Tax Strategy for Company Stock in Your 401(k)
Rhame & Gorrell Wealth Management, Video LibraryNeed help with Net Unrealized Appreciation? Employees holding highly appreciated company stock inside a 401(k) Plan may have access...
The Mega Backdoor Roth Strategy For Microsoft Employees Video
Rhame & Gorrell Wealth Management, Microsoft, 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...
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