Important Meta Benefit Plan Features and Dates

Meta’s benefits provide opportunities to grow your wealth and reach your goals. Here are some key features and timelines to keep in mind:

 

  • Meta RSUs vest quarterly over four years, with vesting dates on:

    • February 15

    • May 15

    • August 15

    • November 15

  • Annual bonuses are typically paid in March for the previous calendar year.

    • Company Matching Contribution: 50% match up to IRS limit ($23,500 for 2025).

    • Includes mega backdoor Roth features (after-tax contributions + in-plan Roth conversion).

  • Frequency: Annually.

 

Simplify Your Meta Compensation & Benefit Decisions

Your Meta benefits are valuable, but they can also feel overwhelming. Here’s how we help you take charge:

 
 
 

Create a plan that connects your RSUs, ESPP, and bonuses to your goals

 
 

Find the right balance between saving for tomorrow and spending today

 
 

Choose retirement contributions that match your ideal future

 
 

Decide when to sell stock to reduce taxes and grow your net worth

 
 

Understand your vesting schedules and ESPP deadlines to avoid missed opportunities

 
 

Get a clear strategy for bonuses and RSUs that aligns with your priorities

 

Your Whole Financial Picture Matters

Your Meta compensation and benefits are just one part of your financial life. A complete plan helps pull it all together so you can achieve what matters most. We help you with:

 
 

Cash Flow & Budgeting

Keep your spending and saving in sync with your goals.

Investment Strategy

Grow your wealth with investments tailored to your future.

Tax Planning

Stay ahead of tax deadlines and reduce your tax bill.

Retirement Planning

Build a plan that fits your timeline and desired lifestyle.

Debt Management

Use debt as a tool while paying down what you don’t need.

Estate Planning

Protect your family’s future and leave the legacy you want.

Risk Management

Ensure you have the right insurance to safeguard your life and assets.

 

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Take Charge of Your Financial Future

Meta’s benefits are a powerful tool for building your wealth. With the right plan, you can manage RSUs, reduce taxes, and retire on your terms. Schedule a call to start creating a clear path toward your financial goals.