In this video, we cover the mechanics of AMD’s ESPP, including contribution limits, the six-month lookback, and the holding...
Archive for category: Video Library
The Chevron Retirement Plan (CRP) – Understanding Your Pension Benefit and Distribution Options
Rhame & Gorrell Wealth Management, Chevron, Video LibraryChevron employees have access to a valuable retirement benefit funded entirely by the company: the Chevron Retirement Plan, also...
How the NVIDIA ESPP Works: Lookback, Discount, and Taxes
Rhame & Gorrell Wealth Management, NVIDIA, Video LibraryIn this video, we cover the mechanics of the NVIDIA ESPP, including contribution limits, the six-month lookback, and the...
The Mega Backdoor Roth Strategy For AMD Employees
Rhame & Gorrell Wealth Management, AMD, Video LibraryAMD employees have access to a powerful tax strategy that could significantly accelerate their retirement savings: Mega Backdoor Roth...
The BP Pension Plan – A Guide to Your Benefit and Distribution Options
Rhame & Gorrell Wealth Management, BP, Video LibraryThe RAP is a cash balance pension plan, which blends features of a traditional pension and a 401(k). Your...
The Mega Backdoor Roth Strategy For Google Employees
Rhame & Gorrell Wealth Management, Google, Video LibraryGoogle employees have access to a powerful tax strategy that could significantly accelerate their retirement savings: Mega Backdoor Roth...
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 LibraryEmployees holding highly appreciated company stock inside a 401(k) Plan may have access to one of the most valuable...
NVIDIA RSUs (NSUs) Explained: Vesting, Taxes & Diversification
Rhame & Gorrell Wealth Management, NVIDIA, Video LibraryIn this video, we cover how NVIDIA's vesting schedule works, how RSUs are taxed at vest and again when...
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