Go offline with the Player FM app!
All About Vesting Schedules and Stock Market Predictions! (SB1530)
Manage episode 423127502 series 2882924
There’s another lawsuit brewing in the world of retirement planning. This time, participants in a 401(k) plan in California are raising concerns about how Qualcomm is handling the money forfeited when employees don’t complete their vesting schedules.
Vesting schedule? What’s that all about?
Today, we'll break down everything you need to know about vesting schedules, so you can navigate your job benefits with confidence. Whether you’re dealing with a vesting cliff or a staggered vesting schedule, we’ve got you covered. We’ll explain how they work, the taxes involved, how to plan around them, and how to think about any money that isn’t fully yours yet. Plus, for business owners, we'll discuss how to balance keeping talent with implementing vesting schedules. Get ready for a fun and informative session on one of the trickier aspects of financial planning!
In our TikTok minute, we’re sharing a clip from Fox News where a contributor predicts what will happen to the stock market if Trump is convicted after his recent trial. Spoiler: He was convicted. Let’s see if his prediction came true and how it might impact your money.
We also have a note from a fellow Stacker who thought, "I better call Saul...Sehy & OG." He’s worried about contributing to a Roth IRA because his income is too high. We’ll discuss strategies like backdoor Roth contributions, Roth 401(k) plans, and some of the tricky rules around Roth IRA conversions that can trip people up.
And of course, we’ll share a fun trivia question from Doug, sit on the back porch, and so much more!
FULL SHOW NOTES: https://stackingbenjamins.com/all-about-vesting-1530
For deeper dives with curated links, topics, and discussions, check out our newsletter, The 201, at https://www.stackingbenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
1193 episodes
Manage episode 423127502 series 2882924
There’s another lawsuit brewing in the world of retirement planning. This time, participants in a 401(k) plan in California are raising concerns about how Qualcomm is handling the money forfeited when employees don’t complete their vesting schedules.
Vesting schedule? What’s that all about?
Today, we'll break down everything you need to know about vesting schedules, so you can navigate your job benefits with confidence. Whether you’re dealing with a vesting cliff or a staggered vesting schedule, we’ve got you covered. We’ll explain how they work, the taxes involved, how to plan around them, and how to think about any money that isn’t fully yours yet. Plus, for business owners, we'll discuss how to balance keeping talent with implementing vesting schedules. Get ready for a fun and informative session on one of the trickier aspects of financial planning!
In our TikTok minute, we’re sharing a clip from Fox News where a contributor predicts what will happen to the stock market if Trump is convicted after his recent trial. Spoiler: He was convicted. Let’s see if his prediction came true and how it might impact your money.
We also have a note from a fellow Stacker who thought, "I better call Saul...Sehy & OG." He’s worried about contributing to a Roth IRA because his income is too high. We’ll discuss strategies like backdoor Roth contributions, Roth 401(k) plans, and some of the tricky rules around Roth IRA conversions that can trip people up.
And of course, we’ll share a fun trivia question from Doug, sit on the back porch, and so much more!
FULL SHOW NOTES: https://stackingbenjamins.com/all-about-vesting-1530
For deeper dives with curated links, topics, and discussions, check out our newsletter, The 201, at https://www.stackingbenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
1193 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.