221. Annie - "Company Stocks and RSUs"

Future Rich with Barbara Ginty, CFP®

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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