
The Personal Finance Guide for Tech Professionals: Building, Protecting, and Transferring Your Wealth
- Length: 249 pages
- Edition: 1
- Language: English
- Publisher: Apress
- Publication Date: 2022-10-04
- ISBN-10: 1484282418
- ISBN-13: 9781484282410
- Sales Rank: #0 (See Top 100 Books)
Gain a a basic foundation of essential personal finance issues and strategies, specifically geared towards tech professionals. The book will build on the concepts, such as going from the basics of investments to more advanced topics like alternative investments and tax strategies.
In the U.S., about 6 million tech startup employees have stock options. The result is that this can often be the biggest source of wealth, sometimes reaching into the millions. Yet there are many financial and tax complications that have been aggravated with the transition to remote work. This can mean lower returns and missed opportunities, and in some cases, employees may even be subject to actions from the IRS and local tax agencies.
The Personal Finance Guide For Tech Professionals is packed with actionable advice and covers the main areas that any tech professional will face.
What You’ll Learn
- Track and analyze investments with fintech apps
- Improve the results of freelance work, such as with strategies to lower taxes
- Protect your hard-earned assets with insurance and the establishment of entities like LLCs
Who This Book Is For
The main focus will be on tech employees who get equity compensation. This spans from entry level people to senior executives.
About the Author Introduction Disclaimer Chapter 1: Stocks and Bonds The Basics of Stocks How to Make Money with Stocks Common vs. Preferred Stock Risks of Stocks Stock Analysis Buying and Selling Stock The Basics of Options Writing Options Other Terms and Concepts About Stocks The Basics of Bonds The Rewards and Risks of Bonds How to Buy and Sell Bonds Types of Bonds Federal Government Bonds Municipal Bonds Junk Bonds or High-Yield Bonds Convertible Bonds Conclusion Chapter 2: Mutual Funds and ETFs The Basics of Mutual Funds How to Make Money with Mutual Funds How to Buy and Sell Mutual Funds The Basics of ETFs The Drawbacks of ETFs ESG (Environmental, Social, and Governance) Investing Closed-End Funds Direct Indexing Conclusion Chapter 3: Alternative Investments The Partnership Structure The Pros and Cons of Alternative Investments J Curve Accredited Investors Access To Alternative Investors Conclusion Chapter 4: Hedge Funds Sector Hedge Funds Global Macro Hedge Funds Short Hedge Funds Quant Hedge Funds Hybrid Hedge Funds Alternative Credit Hedge Funds Arbitrage Hedge Funds Hedge Fund ETFs Multi-strategy Hedge Funds Specialized Hedge Funds Activist Hedge Funds The Big Trade Conclusion Chapter 5: Private Equity Buyout Funds Venture Capital Funds Rethinking the Venture Capital Model Angel Investing Deal Flow Equity Crowdfunding Publicly Traded Private Equity Firms Conclusion Chapter 6: Crypto What Is Crypto? The Market Size Volatility How to Buy Crypto? Types of Crypto Valuing Crypto DeFi NFTs Regulations Taxes Crypto ETFs Conclusion Chapter 7: Hard Assets Why Invest in Hard Assets? Real Estate Investing in Real Estate Crowdfunding Commodities Gold Artwork Conclusion Chapter 8: Asset Allocation What Is Asset Allocation? Rebalancing Target-Date Funds Emergency Fund Hedging Your Portfolio Day Trading Conclusion Chapter 9: Benefits 401(k) Employer Matches 401(k) Loans Roth 401(k) No Retirement Plan IRA Investments 401(k) Rollovers The Super IRA Health Insurance Flexible Spending Accounts (FSAs) Health Savings Accounts (HSAs) COBRA (Consolidated Omnibus Budget Reconciliation Act) Affordable Care Act (ACA) Conclusion Chapter 10: Equity Compensation The Basics of Employee Stock Options Nonqualified Stock Options Using Stock to Exercise Nonqualified Stock Options Incentive Stock Options (ISOs) ISOs and AMT Restricted Stock Employee Stock Purchase Plans (ESPPs) Preferred Stock and Equity Compensation SPACs (Special Purpose Acquisition Companies) Liquidity Services Negotiating Equity Grants Concentration Risk Borrowing Against Your Equity Conclusion Chapter 11: Estate Planning Why Estate Planning? Will Healthcare Documents Beneficiaries Trusts Estate Taxes Insurance Digital Assets Updates and Advice Conclusion Index
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