Are you fully optimizing your Google 401(k) and GSU grants?

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In this episode Allison (CFP®) and Ben (CRPS®) explain key financial planning opportunities and common mistakes for Google employees around the Google 401(k) and Google equity compensation (GSUs/RSUs). Google has a lot of nuance and customization in these vehicles, which can be powerful. But with more nuance and customization comes more complexity. Don't miss out on efficiences or make avoidable tax mistakes!

⏱️ TIMESTAMPS

00:00 Intro

02:29 The Google 401(k) - Overivew

02:51 401(k) - Contribution Layer

04:26 After Tax Auto Enrollment

05:44 401(k) - Tax Layer

10:05 Generous Match And Vesting

11:51 401(k) - Investment Layer

17:00 Equity Comp Basics GSUs

18:30 Monthly Vesting Tax Impact

20:42 Withholding And Tax Planning

22:43 Diversifying Employer Stock

25:05 Wrap Up

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

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