Episode 15

Published on:

6th Apr 2023

Last Minute Tax Moves & Common Misconceptions

Today I'm addressing 2 last minute tax moves + a few common tax misconceptions.

  • Should I contribute to an IRA or HSA?
  • Is it better to be in a lower tax bracket?
  • Are bonuses taxed more than regular income?
  • Is AMT worth avoiding?

I am answering these questions and more!


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About the Podcast

Tech Personal Finance Podcast
Personal Finance for the Tech Community
Welcome to the Tech Personal Finance Podcast where we discuss all things affecting equity compensated individuals. We take a deep dive into topics via solo-episodes or with expert guests.
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About your host

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Mike Troxell

Mike Troxell is the founder of Modern Financial Planning, a financial planning firm specializing in stock compensation for tech employees. Mike loves working with clients on the intersection of investing, psychology, and tax. MFP operates remotely and has clients all over the country. Away from his desk, Mike can usually be found wrestling with his 4 kids.

To learn more about Modern Financial Planning ➡ www.modernfp.com