Tag
financial-planning
2 posts tagged financial-planning
- US Investing·
Funding life goals with RSUs: house down payment, 529 college savings and goal-based selling
How US employees turn RSU vests into real-life goals — house down payments (and getting RSU income to count for a mortgage), 529 college savings with superfunding, and bucketing volatile shares against near-term goals.
- US Investing·
Pay down the mortgage or invest RSU proceeds? The real math
Should you pay extra principal or invest RSU proceeds? Compare the guaranteed after-tax mortgage return to the expected after-tax investment return — and the crossover.