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Benefits Guide · Free Resource

Decode your benefits package.

Your benefits can be worth 30%+ of your salary. Learn what each one means, how to maximize it, and what to ask before you sign.

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Your benefits package isn't just paperwork — it's part of your total compensation. A great 401(k) match, HSA, and PTO policy can add tens of thousands of dollars to your annual value.

This guide walks through the six categories you'll see in most offer letters and benefits portals. Tap any section to expand the details, then run the numbers in our paycheck and Roth IRA calculators.

01
Retirement Plans

Retirement accounts let you save tax-advantaged money for the future. Take the employer match — it's free money — then aim for the annual cap.

📊401(k)

Pre-tax retirement contributions reduce today's taxable income. 2024 limit: $23,000 (under 50) / $30,500 (50+).

Always contribute at least enough to capture your full employer match.
🌱Roth 401(k)

Same limits as 401(k), but you pay tax now and withdraw tax-free in retirement. Great if you expect a higher tax rate later.

🏫403(b)

The 401(k) equivalent for nonprofits, schools, and government workers. Same limits, slightly different fund options.

🏛️Pension

A defined-benefit plan paid by your employer for life. Rare in the private sector, common in public service.

Ask: What's the vesting schedule and final-pay formula?
02
Health Insurance & Healthcare

Healthcare benefits can save you thousands a year. Compare premiums, deductibles, and out-of-pocket maxes — not just the monthly cost.

🩺Medical Insurance

PPOs offer flexibility; HMOs cost less but require referrals. HDHPs have higher deductibles but pair with an HSA.

Check: Premium, deductible, copay, out-of-pocket max, and network.
💊HSA

Triple tax-advantaged: tax-free in, growth, and out (for qualified expenses). Available with HDHP plans only.

Pro move: Pay medical bills out of pocket today and let the HSA grow as a stealth retirement account.
💳FSA

Pre-tax dollars for medical expenses, but use-it-or-lose-it each year. Better for predictable costs.

🦷Dental & Vision

Usually low premiums for routine cleanings, exams, and basic frames. Check annual coverage caps.

03
Stock & Equity Compensation

Equity compensation aligns your reward with the company's growth. Read the fine print — vesting, taxes, and lockups vary widely.

📈Stock Options (ISO/NSO)

A right to buy company shares at a set price. Valuable if the share price rises above the strike.

Watch: Vesting cliff, exercise window after leaving, and tax treatment differences.
🎁RSUs

Restricted stock units that convert to shares when they vest. Taxed as ordinary income at vesting.

🛒ESPP

Buy company stock at a 5–15% discount via payroll deduction. Often a near-guaranteed return if you sell at vesting.

Vesting

Standard schedule: 4 years, 1-year cliff, then monthly. You forfeit unvested shares if you leave.

04
Time Off & Work-Life

Time off has real monetary value — and protects your mental health. Read the policies before accepting an offer.

🏖️PTO & Vacation

Days vary widely — 10 to unlimited. Ask whether unused days roll over or pay out at termination.

🤒Sick Leave

May be separate from PTO. Some states mandate paid sick days; check local rules.

👶Parental Leave

Federal FMLA gives 12 weeks unpaid; many employers add paid weeks on top. Often differs for primary vs. secondary caregivers.

🏠Remote / Hybrid

Flexibility is a benefit. Confirm in writing — and check if there's a stipend for home office equipment.

05
Additional Perks

The "extras" can add up to thousands in value. Some benefit you immediately, others build long-term wealth.

🛡️Life & Disability

Group life insurance is often free up to 1–2× salary. Long-term disability replaces income if illness or injury keeps you out.

🎓Tuition Reimbursement

Up to $5,250/year is tax-free. Lifetime value if you're pursuing a degree or certifications.

💼Student Loan Help

Some employers contribute directly to your loan principal — up to $5,250/yr is tax-free under current rules.

🚗Commuter & Wellness

Pre-tax transit passes, gym stipends, and EAPs (employee assistance programs) for therapy and counseling.

06
Questions to Ask Before You Sign

Before accepting any offer, ask these. Most are decided up front — and getting answers in writing now saves regrets later.

What's the 401(k) match formula and vesting schedule?
How much is the monthly health insurance premium for an employee + family?
What's the deductible and out-of-pocket maximum on the medical plan?
If equity is offered, what's the vesting schedule, cliff, and exercise window?
How many PTO days do I start with, and do unused days roll over?
What's the parental leave policy — and how do primary vs. secondary caregivers compare?
Is there a tuition or student loan reimbursement program?
Are there bonuses, profit sharing, or annual stock refreshers?
Educational guidance only — not personalized financial advice. Benefit limits and tax rules change yearly. Verify with HR and the IRS. FinMango · 501(c)(3) · finmango.org