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How we serve Engineers
Solutions for Engineers and Dual-Income Households
It’s a privilege to work with many clients who are engineers, particularly in the technology field. Technology boom has led to many engineers accumulating significant wealth and coming to us with many
challenges.
- How to diversify out of highly appreciated single stock or a basket of stocks without incurring capital gains ?
- How to manage Deferred Compensation Plan accounts?
- How to take advantage of IRS approved structures such as mega-backdoor-Roth in employer retirement plan accounts?
- We purchased investment real estate a few years ago. The investment has appreciated nicely, but we are now too busy with active property management, and want to sell. Can something be done about taxes?
If you are thinking about these, don't worry, we got you covered.
Being engineers ourselves, we
take a data-driven approach to addressing these issues. We have completed due-diligence on cherry picked investment structures that can address these situations. Please schedule a call with us.
