Allen Osgood

I like complicated things. Building Eisen Prev @coinbase.

[Allen Osgood @AllenOsgood]

@EliWachs Always happy to oblige @EliWachs!

[Allen Osgood @AllenOsgood]

@mikulaja @zbruhnke @Johnie Something about an untold number of dormant small dollar accounts really brings everybody together. Excited to be solving this at scale.

Thanks for the flag @zbruhnke, and it was great to see you @mikulaja!

https://t.co/GYqHugTw1s

[Allen Osgood @AllenOsgood]

1/ I have some thoughts …

[Allen Osgood @AllenOsgood]

8/ And @regulatorynerd shared how regulators always ask, even if you don’t have property in scope yet:
https://t.co/Bry0BYVB90

[Matt Janiga @regulatorynerd]

5/ The reason is because — even if you don't have property in scope (e.g., product is too new to have unclaimed funds) you generally need to file "negative" reports with a handful of states to say you have "zero."

[Allen Osgood @AllenOsgood]

1/ I have some thoughts …

[Johnie @Johnie]

@mikulaja How many of these wallets are compliant with Escheatment laws? I’d say that’s going to be the first area of impact. I bet I have <$10 sitting in each of various fintech wallets launched in the last decade.

[Allen Osgood @AllenOsgood]

7/ @AlexH_Johnson wrote a great piece about this a few weeks ago that I’d be remiss not to share:

https://t.co/TNOQW5Lp7d

[Allen Osgood @AllenOsgood]

@ay_o @PeterTLuce maybe?

[Allen Osgood @AllenOsgood]

Congrats @jerzzhang! So exciting to see the progress!

[Jeremy Zhang @jerzzhang]

🚀Hey everyone, we are excited to announce our Series A!

@tryfinch is on a mission to build the future of connected and programmable employment.

🧵thread below.

https://t.co/DYzXRsw93s

[Allen Osgood @AllenOsgood]

@linuschung @coinbase Congrats Linus! Really appreciate all the lessons and learnings you brought to me (and all the other PMs you mentored) over the years. Best of luck in the new adventure!

[Allen Osgood @AllenOsgood]

@jrdngonen @Compound Congrats @jrdngonen!!

[Allen Osgood @AllenOsgood]

@calanthiaaa @money2020 👋 Been ages, would be great to hang

[Allen Osgood @AllenOsgood]

@pavansethi_ 🙌

[Allen Osgood @AllenOsgood]

Retirement Accounts

They supercharge retirement savings.

We know we're supposed to have one, but what should we do?

Today, we deep-dive:
• What they are
• How they help us
• How we make the most of them

Let's talk 401(k)
https://t.co/2AA6b5cFMs

[Allen Osgood @AllenOsgood]

Kiddie Tax

Ever hear of Income Shifting?

Congress put the Kiddie Tax in place to try to block taxpayers from doing it.

Income Shifting is still one of the most popular tax-saving strategies.

Never heard of it? Time to learn
https://t.co/UleaHHLOS7

[Allen Osgood @AllenOsgood]

@mahimachawlaa @meet_cocoon Congrats! 🎉

[Allen Osgood @AllenOsgood]

@htormey Not yet -- still working through the Income Tax series. Will likely shift gears into more topical stuff once I wrap that up. New one drops today!