Pre-tax…after-tax? What else is there?

There is much to consider in this one question.

PayPal cofounder and CEO Peter Thiel knew the rules before setting up his initial shares. Today, his multi-billion dollar Roth IRA grows tax-free.

If you are more hands-on than average with your finances, join us to learn the essential rules – incentives and constraints – to optimize the financial decisions you already make each year when deciding among your pre-tax and after-tax accounts.

This is primarily a social/interactive dinner, but to start with a topic, you’ll get an overview of all the good stuff they did not tell you at your company’s annual 401k meeting.

In person dinner: meet like-minded alumni (seating is limited):
5:15 PM Doors open
5:30 PM Live Zoom Presentation/Q&A: “Pre-tax vs. After-tax: Advanced Topics”
6:30 PM Dinner/socializing

Join the live interactive Zoom (e.g. while en route for dinner):
5:30-6:15 PM PDT
Virtual networking/Q&A at 6 PM

We’ll look at the self-directed SEP/IRA vs. the solo 401k, a valuable DIY tool for the self-employed or those with a side gig who seek more tax-optimized investment options. #SelfDirectedIRA/401k

Your decisions around “pre-tax vs. after-tax” hit on all of the following:

#StudentLoanForgiveness
#MegaBackdoorRoth
#BackdoorRoth
#401kEarlyAccess
#TaxStrategy
#TaxIncentives
#QBIDeduction
#AlternativeAssets
#Crypto

We will discuss these in a rapid-fire presentation and discussion with Q&A before resuming dinner and socializing at Flores in SF (Michelin Bib Gourmand 2021-2023)

For those joining remotely, you’ll have to option to socialize/break out virtually.

This event is sponsored by MITCNC’s Finance Track (FinTrack). The presentation is an example of the panels we’re assembling for an upcoming MITCNC networking ‘unconference’:

Diligence 2024

MITCNC.org/diligence-2024

Do you want to share your financial diligence with the Club? Show us your playbook, and meet like-minded alumni. By putting it out there, you might get helpful feedback.

Get involved: fin-track@mitcnc.org

Become a FinTrack volunteer-organizer by signing-up with a discounted dinner ticket.

 

 

MIT Alums:

Please make sure you are a current member of our club before registering. If you are unsure please ask clubadmin@mitcnc.org or if you would like to join MIT Club of Northern California, click here.

Event Closed

Date and Time

Thursday, May 16, 2024
5:15 PM - 8:00 PM PT

Add to Calendar

Agenda

Doors open
05:15 PM - 05:30 PM
Live Zoom Presentation/Q&A: “Pre-tax vs. After-tax: Advanced Topics”
05:30 PM - 06:30 PM
Dinner/socializing
06:30 PM - 08:00 PM

Location

Flores Restaurant
2030 Union St
San Francisco, CA, 94123

View Map

Primary Contact

Jason Escamilla

jason@impactadvisor.com

Speakers

Upcoming Events

Find information and tickets of upcoming events at MIT Club of Northern California, like conferences, talks, cycling trips and much much more

GENAI SUMMIT SAN FRANCISCO 2024
Affiliate Event SAN FRANCISCO

GENAI SUMMIT SAN FRANCISCO 2024

Wed, May 29 9:00 am PT
Palace of Fine Arts

3601 Lyon St., San Francisco, CA, 94123

Info and Registration
MIT Reunion 2024: Life Sciences Alumni Meet-Up
Affiliate Event CAMBRIDGE

MIT Reunion 2024: Life Sciences Alumni Meet-Up

Fri, May 31 8:30 am PT
Building 68

31 Ames St., Cambridge, MA, 02139

Info and Registration
Galileo -  A Dazzling World-Premiere Musical at the Berkeley Rep
MITCNC Event EAST BAY

Galileo - A Dazzling World-Premiere Musical at the Berkeley Rep

Sat, Jun 1 2:00 pm PT
RODA Theater

2025 Addison Street, Berkeley, CA, 95704

View Details
Mountain Play Plus a Hike
MITCNC Event NORTH BAY

Mountain Play Plus a Hike

Sat, Jun 8 9:45 am PT
Tamalpais High School

700 Miller Ave, Mill Valley, CA, 94941

Info and Registration
MITCNC Summer Dance Series - Argentine Tango I
MITCNC Event PENINSULA

MITCNC Summer Dance Series - Argentine Tango I

Sun, Jun 9 12:45 pm PT
Oshman Family JCC

3921 Fabian Way, Palo Alto, CA, 94303

Info and Registration
MITCNC Summer Dance Series - Argentine Tango II
MITCNC Event PENINSULA

MITCNC Summer Dance Series - Argentine Tango II

Sun, Jun 9 2:45 pm PT
Feeling Flow Studio

1680 Bryant St, Palo Alto, CA, 94301

Info and Registration
Bike Ride: Scenic La Cañada Road with Lunch at Filoli Garden
MITCNC Event PENINSULA

Bike Ride: Scenic La Cañada Road with Lunch at Filoli Garden

Sun, Jun 23 9:00 am PT
Robert's Market

3015 Woodside Rd, Redwood City, CA, 94062

Info and Registration
Run + Brunch - June 23
MITCNC Event SAN FRANCISCO

Run + Brunch - June 23

Sun, Jun 23 10:00 am PT
Corner of Stanyan St. and Haight St

San Francisco, CA, 94117

Info and Registration
Are you prepared to succeed in the post-AI world?
MITCNC Event SOUTH BAY

Are you prepared to succeed in the post-AI world?

Tue, Jun 25 6:00 pm PT
Valley Research Park

319 N. Bernardo Ave., Mountain View, CA, 94043

Info and Registration
MITCNC Summer Dance Series - Intermediate Argentine Tango
MITCNC Event PENINSULA

MITCNC Summer Dance Series - Intermediate Argentine Tango

Sun, Jun 30 4:15 pm PT
Feeling Flow Studio

1680 Bryant St, Palo Alto, CA, 94301

Info and Registration

Become a Member

Join the MIT Club of Nothern California today!

Member is open to all MIT graduates.

Join Now!