Search found 2 matches

by ChiActury
Wed Mar 27, 2019 11:08 pm
Forum: Personal Finance (Not Investing)
Topic: 401K Over-contribution (with ROTH 401K element)
Replies: 1
Views: 193

401K Over-contribution (with ROTH 401K element)

Hey all: I made a little bit of a boo-boo and ended up contributing $23,600 (employee contributions) to my 401k's this year. For me that ends up being $5,100 too much (under 50...so a $18,500 limit) I switched jobs in March of 2018 and was under the impression the $18,500 was per 401k...only as I wa...
by ChiActury
Wed Mar 06, 2019 10:26 pm
Forum: Personal Finance (Not Investing)
Topic: Employee stock options investment thesis?
Replies: 29
Views: 2051

Re: Employee stock options investment thesis?

My strategy (may not be the right strategy) has always been: If I need cash (ex. downpayment on a house), I exercise my options and sell the shares immediately to create enough cash to fund what I am trying to do. If I don't need the cash, I exercise my options uniformly between the vest date and ex...