Alex Carter, CFP® · Insights
Plain-language analysis of the planning questions my clients are working through.
Retirement, taxes, equity comp, estate, business. The questions Pacific Northwest families are working through, in the format I'd use in a meeting.
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How Much Should Your Family Spend on Housing? The 25% Rule
Alex Carter, CFP® explains the 25% housing rule and how to build a family budget around your biggest expense.
Alex Carter, CFP®
Financial Planner · Bellevue, WA
5 min read
Boeing Pension: Lump Sum or Annuity? How to Decide
Boeing employees face one of the most consequential financial decisions of their careers. Alex Carter, CFP® breaks down the real trade-offs.
Alex Carter, CFP®
5 min read
Mega Backdoor Roth: The Complete Guide for Tech Professionals
The mega backdoor Roth lets high earners contribute up to $69,000+ annually to a Roth account. Alex Carter, CFP® explains how it works and who qualifies.
Alex Carter, CFP®
More Articles
5 min read
When Should You Claim Social Security? A Complete Timing Guide
Learn how claiming Social Security at 62, 67, or 70 affects your lifetime benefit. Alex Carter, CFP® walks through the real math.
Alex Carter, CFP®
6 min read
RSU Tax Planning: What Amazon and Microsoft Employees Need to Know
Alex Carter, CFP® explains the RSU withholding gap, multi-year tax strategy, and diversification timing for tech professionals in Bellevue and Seattle.
Alex Carter, CFP®
5 min read
Small Business Succession Planning: A Practical Guide for Owner-Operators
Alex Carter, CFP® explains how small business owners can protect their life's work through a practical succession plan, regardless of whether they plan to sell.
Alex Carter, CFP®
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