Alphanso

The next 6 weeks decide whether your April tax bill surprises you or doesn’t. If your RSUs vested this year, timing matters more than you think. Here’s why: when RSUs vest, your company withholds taxes at a flat supplemental rate (usually ~22-37%), but your real effective rate could be much higher. The result? You might be under-withheld without realizing it until April 15, when the IRS evens the score. Your income this year likely wasn’t static - bonuses, vest schedules, ESPPs, even a mid-year move between states all shift your tax picture. Payroll systems can’t keep up with that, but you still can. Now’s the time to check your YTD income, withholding, and upcoming vest dates - and act before December 31. Whether it is paying estimated taxes, reduce taxable income via tax friendly investments or tax loss harvesting. That’s exactly why we built Alphanso, to connect your RSUs, investments, and taxes in one place, so you can make proactive decisions with your advisor before it’s too late. https://lnkd.in/gzCzpWVH

Flat-fee wealth advisory for Amazon employees.

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Flat-fee wealth advisory for Microsoft employees.

Flat-fee wealth advisory for NVIDIA employees.

Flat-fee wealth advisory for Meta employees.