If you have RSUs or equity comp

Equity Comp & Tax

RSU vesting and withholding, mega backdoor Roth, ESPP qualifying vs. disqualifying, multi-year tax planning, and concentration-risk diversification.

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Mega Backdoor Roth: The Complete Guide for Tech Professionals

Top Story · Tax Planning

Tax Planning5 min read · April 2, 2026

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®

Financial Planner · Bellevue, WA

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Tax Planning

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®

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