What financial steps might T-Mobile employees take in May? Options could include: review tax withholding (Form W-4), update goals and financial plan, check student loan / other debt balances, fund education savings, and schedule fall Paid Time Off (PTO).

What financial steps might T-Mobile employees take in April? Options could include: evaluate stock purchased at a discount, file tax return(s) or extension(s), make tax payment(s) or plan refund(s), review / rebalance investment portfolio, replenish emergency fund, and review tax refund(s).

What financial steps might T-Mobile employees take in March? Options might include: select employee stock contribution %, plan major expenses, finalize last year contributions, prepare taxes, and schedule summer Paid Time Off (PTO).

What financial steps might T-Mobile employees take in February? Options might include: update saving for raise and bonus, schedule tax prep meeting, gather tax forms and create checklist, accept Restricted Stock Units and grant, and review / rebalance investment portfolio.

What financial steps might T-Mobile employees take in January? Options might include: submit dependent care reimbursements, update net worth estimate, refresh long-term projections, evaluate Mega Roth, begin gathering tax forms, and plan summer vacations and camps.

What financial steps might T-Mobile employees take in December? Options might include: make year end retirement contributions, update resume and career plan, harvest tax losses or gains, review Social Security statement(s), and update 401(k) contribution rate.

What financial steps might T-Mobile employees take in November?

• Schedule spring Paid Time Off (PTO)

• Plan tax loss or gain harvesting, if any

• Finalize year end charitable giving

• Purchase holiday gifts

• Review / rebalance investment portfolio

What financial steps might T-Mobile employees take in October?

• Evaluate stock purchased with the Employee Stock Purchase Plan (ESPP)

• Book holiday plans

• Complete open enrollment

• Update beneficiaries and estate plan

• Plan year end health expenses

What financial steps might T-Mobile employees take in September?

• Select employee stock purchase plan contribution percentage

• Book Thanksgiving plans

• Begin benefits and insurance review

• Replenish emergency fund

• Schedule remaining Paid Time Off (PTO)

What financial steps T-Mobile employees might take in August?

• Back to School

• Review financial independence plan

• Summer vacations and camps

• Submit dependent care reimbursements