#174 How Tech Sellers Build Real Wealth: RSUs, Taxes and Mega Backdoor Roth Explained

Chat with me about 1-1 coaching:

👉https://calendly.com/bussingventures/session

🏢 Book me for corporate sales training & speaking →https://calendly.com/bussingventures/bussing-sales-speaking-training-consult

🎯 Free Cold Calling System →https://techsalesaccelerator.framer.website/

Connect With Justin →https://www.linkedin.com/in/justingarcia2/

Wealth Building Playbook →https://drive.google.com/file/d/1n3tMwLGGqhwenUFNVZ8nwiM_ynLL9jd4/view?usp=drive_link

Backdoor Roth Cheat Sheet →https://lnkd.in/p/eqaw-G9v

Justin's Email →Justin@LarsonAdvisors.com

Timestamps

00:00 - Intro

00:37 - Understanding RSUs and Equity Compensation

04:17 - The Danger of Concentration Risk

09:18 - When Should You Sell Company Stock?

12:13 - Selling RSUs at Vesting

14:36 - How RSU Vesting Schedules Work

17:19 - Breaking the “Golden Handcuffs”

22:36 - How Pre-IPO Stock Options Work

25:03 - Tax Planning for Tech Sales Professionals

27:52 - Building Wealth With Clear Financial Goals

30:12 - How to Budget Without Feeling Restricted

32:00 - Should You Roll Over an Old 401(k)?

35:07 - Backdoor Roth vs Mega Backdoor Roth

ABOUT ME:

I help B2B tech companies build world-class outbound sales teams through training programs, workshops, and sales kickoffs. Former seller at Oracle, Google, & an AWS partner who has coached 100s of reps across the industry to hit quota & unlock their personal potential.

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