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Retirement Savings

Maximize your retirement savings. Essential guides on Roth vs. Traditional 401(k)/IRA, contribution limits, and accelerating your savings for early retirement goals.

The Mega Backdoor Roth: Why This Should Come Before a Taxable Account

May 5, 2026 by Jason Preti, CFP®
Laptop open to retirement account dashboard on a home desk mega backdoor Roth planning for tech professionals

High-income tech worker? Learn why the mega backdoor Roth comes before a taxable account — and how to set it up at Microsoft, Amazon, and Google in 2026.

Categories Investing, Retirement Savings

Inflation and Investing: A Simple Guide to Protect Your Retirement

April 14, 2026February 19, 2024 by Jason Preti, CFP®
tug of war between inflation and saving

Looking for investing advice in Kirkland? Learn how to guard your retirement savings against inflation with expert financial planning.

Categories Retirement Savings

Maximizing Your Retirement Savings: Your 401(k) for a Secure Retirement

April 14, 2026November 24, 2023 by Jason Preti, CFP®
Maximize retirement savings

Maximizing Your Retirement Savings.
Explore these strategies to boost your 401(k) and ensure long-term financial security.

Categories Company Benefits, Retirement Savings

10 Common Retirement Accounts Every Young Professional Should Know

April 14, 2026November 19, 2023 by Jason Preti, CFP®
stick figures adding coins to a piggy bank

Understanding common retirement accounts can empower your financial decisions. From 401(k)s to HSAs, find the retirement savings option that suits you.

Categories Retirement Savings

8 Common 401(k) Mistakes Tech Professionals Must Avoid

April 14, 2026April 18, 2023 by Jason Preti, CFP®
hand stopping blocks from tipping over

Tech professionals: Is concentrated stock hurting your retirement? Discover the 8 common 401(k) and advanced investment mistakes to secure your wealth.

Categories Company Benefits, Financial Planning, Retirement Savings

Inflation: The Not-So-Silent Retirement Killer

April 14, 2026January 13, 2023 by Jason Preti, CFP®
chart overlay big ben

Don’t let inflation kill your retirement! Learn the critical strategies to combat the loss of purchasing power, including TIPS, diversified investing, and COLA.

Categories Investing, Retirement Savings

Archives

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Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Recent Posts

  • The Mega Backdoor Roth: Why This Should Come Before a Taxable Account
  • Got Laid Off? Here’s What Happens to Your RSUs
  • Feeling the Squeeze? Stagflation Explained 2026
  • RSU Tax Withholding: Why 22% Isn’t Enough
  • ESPP Sell or Hold? Strategy for Tech Professionals

Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Email: [email protected]

Phone: 425-954-6781

Address: Kirkland, WA 98034

Serving Seattle, Bellevue, Kirkland, and the greater Eastside community

Find an advisor Jason Preti, CFP

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Jason Preti XYPN Member

Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP®. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.

Jason Preti NAPFA member
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