A tech layoff triggers a cascade of time-sensitive decisions. This 3-minute assessment tells you which ones require immediate attention and which can wait.
For informational purposes only. Not personalized financial advice. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
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Based on your answers, you are facing a combination of time-sensitive financial decisions that are easy to get wrong without guidance. Stock option exercise windows, COBRA election deadlines, severance agreement review, and 401(k) rollover timing all interact in ways that can cost you significantly. The next step is a free conversation to work through your specific situation before any windows close.
This assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor regarding your specific situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
Your situation includes several meaningful financial decisions that are worth getting right. You are not in crisis mode, but there are real opportunities and potential missteps around your 401(k), tax picture for this calendar year, and coverage choices. A free 30-minute conversation can help you build a clear action plan before the transition window closes.
This assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor regarding your specific situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
Based on your answers, you are past the most time-sensitive phase of a tech layoff. The work now shifts to building a financial foundation for the next chapter: reviewing your 401(k) rollover options, reassessing your tax picture for the year, and thinking through your cash flow runway before your next role starts. Our transition planning guide walks through each step.
See the Transition Planning GuideThis assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor regarding your specific situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.
Based on your answers, your most urgent financial decisions have been addressed and you are in a reasonably stable place. That does not mean financial planning is off the table. Tax and investment decisions made during a job transition can have long-lasting effects. Browse the Insights library to stay ahead of what comes next.
Browse InsightsThis assessment is for educational purposes only and does not constitute personalized financial or tax advice. 1618 Wealth does not provide tax advice. Please consult a qualified tax advisor regarding your specific situation. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc., an SEC Registered Investment Advisor. 1618 Wealth is not affiliated with Independent Wealth Network, Inc.