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The Personal Finance Guide for Tech Professionals: Building, Protecting, and Transferring Your Wealt
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The Personal Finance Guide for Tech Professionals: Building, Protecting, and Transferring Your Wealt

The Personal Finance Guide for Tech Professionals: Building, Protecting, and Transferring Your Wealt

Tom Taulli

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237 pages, parution le 05/08/2022
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Indisponible

Résumé

Gain a basic foundation of essential personal finance issues and strategies, specifically geared towards tech professionals. The book will build on the concepts, such as going from the basics of investments to more advanced topics like alternative investments and tax strategies.
In the U.S., about 6 million tech startup employees have stock options. The result is that this can often be the biggest source of wealth, sometimes reaching into the millions. Yet there are many financial and tax complications that have been aggravated with the transition to remote work. This can mean lower returns and missed opportunities, and in some cases, employees may even be subject to actions from the IRS and local tax agencies.
The Personal Finance Guide For Tech Professionals is packed with actionable advice and covers the main areas that any tech professional will face.
What You'll Learn
  • Track and analyze investments with fintech apps
  • Improve the results of freelance work, such as with strategies to lower taxes
  • Protect your hard-earned assets with insurance and the establishment of entities like LLCs

Who This Book Is For

The main focus will be on tech employees who get equity compensation. This spans from entry level people to senior executives.


Part 1: Building your wealth Chapter 1: Investmentso This will look at the basic investments like stocks, bonds, mutual funds and ETFs (exchange-traded funds) Chapter 2: Investment Strategieso This will review some of the common approaches for managing a portfolio, such as with diversification, dollar cost averaging and looking towards the long-term. Chapter 3: Real Estateo Show how this can be a generator of income and also provide for lucrative tax advantages. Chapter 4: Alternative Investmentso This chapter will look at sophisticated funds, usually for high networth individuals. These investments include hedge funds, venture funds and private equity funds. There will also be a look at online offerings, such as for crowdfunding. Chapter 5: Equity Compensationo Look at the main types like incentive stock options, nonqualified stock options, restricted stock. There will also be coverage of the tax implications (like with the dreaded Alternative Minimum Tax). Chapter 6: Liquidityo This will look at strategies with cashing out equity holdings. This will include using private secondary markets and getting loans against concentrated stock positions. Chapter 7: Retiremento This will look at vehicles like IRAs and 401(k)s. There will also be a review of the "mega backdoor" Roth IRA, which has become popular with tech people (this was the result of the huge amounts Peter Thiel shielded from taxes).
Part 2: Protecting your wealth
Chapter 8: Life Insuranceo This will cover the different types (term, whole life, etc) and how this can be a source of investment income. Chapter 9: Health Insuranceo There will be some coverage of employer plans. Although, the main focus will be on the Affordable Care Act, which applies to those who are contractors. There will also be a look at other healthcare investment vehicles like Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs). Chapter 10: Disability Insuranceo This is often overlooked. But if there is not sufficient coverage, the impact can be devastating. Chapter 11: Asset Protectiono This is setting up entities to protect assets from litigation. This often involves setting up LLCs and corporations.
Part 3: Transferring your wealth Chapter 12: Estate Planningo Look at wills, trusts and gifts. There will be a review of some of the basic strategies. Chapter 13: Disability and Deatho When someone has equity compensation, the financial and tax implications for death and disability can be complicated. Chapter 14: Charitable giving and philanthropyo This will look at how to gift stock. There will also be a review of some of vehicles like the charitable remainder trusts (CRTs).
Tom Taulli, a published author and a software developer, is also an Enrolled Agent, the highest certification with the IRS that allows him to represent taxpayers before the agency. He is also the owner and co-founder of Pathway Tax, which he started over 20 years ago. The focus is on helping clients with tax preparation, planning and resolution.
Tom has also written columns for online publications such as BusinessWeek.com, TechWeb.com, and Bloomberg.com. You can reach Tom on Twitter (@ttaulli) or through his website (Taulli.com).

Caractéristiques techniques

  PAPIER
Éditeur(s) Apress
Auteur(s) Tom Taulli
Parution 05/08/2022
Nb. de pages 237
EAN13 9781484282410

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