221. Annie - "Company Stocks and RSUs"

Future Rich with Barbara Ginty, CFP®

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8M ago 55:35

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In today's episode, CFP Barbara Ginty interviews the lovely Annie!

Annie is 32 years old, lives in Denver with her fiance, and works in tech. She's planning her wedding for 2024 and has a lot of budget goals she's trying to reach. Annie's work provides her with a great salary and stock options... some of which are a bit more on the complicated side.

Annie and Barb discuss...

Annie's budget plan for her wedding
Unexpected Property issues
Company Stocks
Income limitations for Roth IRAs and Roth 401ks
Restricted Stock Units

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