Your Medtronic 401k Plan Company Contributions Explained
Do you know if you are getting all of the contributions available to you in your Medtronic 401k? We’ve been getting a lot of questions about how to optimize the Medtronic 401K plan so we’re going to give you an advisor’s take on how it works and the settings that every employee should be checking.
By Emily Peterson
March 25, 2025
Tax Reporting for Stock Compensation
Managing stock compensation and tax reporting can feel overwhelming, but with the right guidance, it becomes manageable. This guide will walk you through the process step by step, helping you gather necessary forms, understand their purpose,…
By Matthew Nelson
March 20, 2025
Retirement Planning for MedTech: Turn Stock Compensation into Opportunity
As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…
By Matthew Nelson
February 20, 2025
2025 Tax Preparation Checklist
April is right around the corner! Which means everyone’s favorite chore is as well… gathering everything needed to help file your taxes! Life changes year to year as you accumulate wealth and grow your net worth.…
By Matthew Nelson
February 13, 2025
Tax Filing 101 for Stock Compensation Holders
Listen to Tax Filing 101 for Stock Compensation Holders! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy,…
By Emily Peterson
February 6, 2025
Financial Planning Q&A
Listen to Financial Planning Q&A! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt…
By Emily Peterson
January 23, 2025
Plan Your Stock Compensation for the Year
Stock compensation can be one of the most rewarding benefits in your role in MedTech, but it also carries complexities that require a careful plan. Whether you’re dealing with restricted stock units (RSUs), stock options, or…
By Matthew Nelson
January 16, 2025
Key Retirement Plan Contribution Limits for 2025
Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2025. Let’s take a look at what is changing! 401(k)/403(b)/457…
By Jacob LaRue
January 2, 2025
How to Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential in achieving financial…
By Emily Peterson
August 22, 2024
Why the 83(b) Election is a Game-Changer for Startups
Navigating the world of startups and early-stage companies can be exhilarating, yet the complexities of the U.S. tax code can often feel like a maze. One incredibly powerful provision at your disposal is the 83(b) election.…
By Jacob LaRue
August 15, 2024
