Equity Compensation at 50+: Strategic Moves for Late-Career Tech Professionals
If you’re in your 50s or 60s working at a tech company in Southern California, you’ve likely accumulated a complex web of stock options, RSUs, and perhaps even ESPP shares. You’re also probably closer to retirement than you’d like to admit. The question I hear most often from late-career tech professionals in Pasadena: “What do […]
The Hidden Tax Time Bomb in Your RSU Grants: California Edition
When I sit down with tech professionals and engineers here in Pasadena, the conversation about Restricted Stock Units often starts the same way: “My RSUs are vesting, and I’m excited about the extra income.” Then I ask, “Do you understand how much tax you’ll owe when they vest?” The silence that follows tells me everything […]
Before Tax Day: 5 Strategic Moves California Retirees Should Make Before April 15th
The countdown to Tax Day is on, and if you’re like many retirees I work with here in Pasadena, you might be thinking it’s too late to do anything meaningful about your 2025 tax bill. Here’s the good news: April 15th isn’t just a deadline; it’s also an opportunity. Several important tax planning moves for […]