Life Money USA
Houston, TX

Severance Planning in Houston

Oil-cycle layoffs (especially 2014–2016, 2020); large severance + RSU unvest plus relocation packages.

Why Severance Planning planning is different in Houston

Houston is energy capital of the world and largest no-state-income-tax metro in the united states. The combination of Energy (oil & gas), aerospace, healthcare, port logistics, manufacturing. shapes how residents approach severance planning — including which tax levers apply, how state rules layer onto federal treatment, and where the highest-yield planning opportunities sit.

Houston at a glance

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Population
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Median household
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Home ownership
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Median home
Notable neighborhoods

River Oaks · Memorial · West University · Bellaire · Tanglewood · Heights · Montrose · Rice Military · Energy Corridor · The Woodlands · Sugar Land · Katy · Pearland

Local landmarks

Texas Medical Center · NASA Johnson Space Center · Galleria · Energy Corridor · Port of Houston

Local challenges this content addresses

  • Oil-and-gas equity-comp valuations during commodity-price volatility
  • Energy-sector M&A and divestitures
  • Texas franchise tax planning for sale exits
  • Hurricane property risk for real-estate investors

What severance planning planning covers

  • Severance lump-sum vs. salary-continuation tax modeling
  • 401(k) rollover, in-service distribution, and Roth-conversion planning
  • COBRA vs ACA-marketplace cost analysis
  • Equity-comp unvest valuation and accelerated-vesting clause analysis
  • Unemployment-benefit eligibility and state-specific timing strategy

Decision-stage resources

Model the numbers for your situation:

Houston starter kit

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Decision checklists, 2026 federal + Texas state numbers, and our glossary. Free, one click.

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