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Planning tools and checklists

Organize the decision before trying to optimize it.

These tools are educational preparation aids. They do not retain exact balances or documents and do not recommend a transaction.

01Available

Honeywell

Honeywell annual-match date check

  1. Identify the exact 401(k) plan and participating unit
  2. Confirm the current annual match formula
  3. Confirm December 15 status and any exception
  4. Verify vesting service and January funding timing
Use this to prepare for a conversation ↗
02Available

All employers

Employer-stock concentration inventory

  1. List employer stock inside retirement plans
  2. List taxable shares and vested equity
  3. Keep unvested awards separate from liquid assets
  4. Add salary, pension, and deferred-benefit exposure
Use this to prepare for a conversation ↗
03Available

SpaceX

SpaceX equity document inventory

  1. Create one row for every grant or purchase lot
  2. Record the governing plan and award agreement
  3. Add vesting, exercise, basis, and withholding records
  4. Attach the applicable lockup, window, or policy source
Use this to prepare for a conversation ↗
04Research queue

SpaceX

SpaceX vest, exercise, and sale tax-year timeline

  1. Separate award types
  2. Map compensation and withholding events
  3. Map exercise and sale events
  4. Coordinate estimated-tax and cash needs
Publication requires current primary sources.
05Research queue

RTX · Northrop Grumman · Boeing · Honeywell

Pension decision document checklist

  1. Name the plan and cohort
  2. Get the current estimate and payment forms
  3. Record survivor and commencement choices
  4. Compare taxes, liquidity, and household income needs
Publication requires current primary sources.