Your equity compensation explained. Simply.
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10b5-1 plans are great tools for people in upper management and we’ve put together our favorite tips so you can build the best 10b5-1 plan for you.
Determining when to exercise ISOs is a difficult task. This article will provide you some tips and guidelines so you exercise at a time that’s best for you.
Calculating taxes on your RSUs doesn’t need to be a difficult task. This article provides you with an RSU tax calculator you can use or download for yourself.
You may have heard horror stories of ISO holders being surprised by AMT at tax time. This article breaks down the main strategies for how to avoid paying AMT on your ISOs.
Reddit is going to IPO and you’ll want to learn more about how to effectively manage your RDD RSUs. This article breaks down all the basics you need to know.
How much you can contribute to your Employee Stock Purchase Plan (ESPP) can vary based on your circumstances and the company’s ESPP. In this article we discuss how much you should be contributing.
ESPPs if used properly can improve your finances. Determining when and how much to sell from your ESPP will be important factors in managing your ESPP.
Selecting the right strategy for selling your RSUs will be an important decision. In this article we discuss the pros and cons of 5 common strategies for selling RSUs.
Typically you owe taxes at two points with restricted stock units (RSUs). In this article we discuss the two primary moments you’ll owe tax on your RSUs.
Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.
If you’ve moved states and hold RSUs you will want to learn the basics of how they’ll be taxed. This article goes over examples nd provides a framework to help you calculate the taxes you’ll owe.
RSUs can be better than NSOs and NSOs can be better than RSUs. This article dives into the most common scenarios we see and when each one is best.
DAFs are versatile vehicles if you’re charitably inclined. If you’re someone who pays tithing they can provide massive benefits to you and to your organization of choice.
If your company is about to IPO or just IPO-ed, you likely have some equity. To make the most of the equity you’ve received, read these 6 things you should do following the IPO.
Incentive stock options (ISOs) are an amazing tool to grow your wealth if used properly. This article teaches you the basics and provides examples to solidify the fundamentals of ISOs.
Employee Stock Purchase Plans (ESPPs) are a great way to save, invest, and obtain equity. The more you learn about ESPPs, the more you’ll want to make the most of them.
RSUs are a great form of equity compensation. Their biggest downside is that you owe taxes when they vest. This article teaches you several methods to avoid paying taxes on your RSUs after they vest.
ISOs can, and often convert to NSOs without employees realizing why. This article breaks down when ISOs convert to NSOs and provides examples so you can know ahead of time.
Restricted stock units (RSUs) are the most common form of equity compensation companies give to their employees. This article will you the basics so you make the the most of your RSUs.
Asking for a raise is difficult. Asking for RSUs is a sneaky way to ask for raise, and it doesn't feel greedy. In this article we discuss how you can ask for additional equity at your company and will teach you what you need tp know to have the highest chance of success.
ISOs and NSOs are common forms of equity compensation. They have a lot of similarities and a lot of differences. This article compares the two so you have a better idea of how to manage your ISOs, NSOs, or both.
Exchange funds when used properly can save investors hundreds of thousands of dollars. In this article we talk about when to use exchange funds and when not to.
Properly using appreciated stock can have an impact on your retirement plan/FIRE plan, your charitable plans, and your plans to gift to others.
ESPPs can be powerful tools to build wealth, so how do you know if you should max it out? In this article we do a deep dive into whether you should max out your ESPP.
Having underwater ISOs and NSOs is the last thing that you expected to happen when you first received them. This article breaks down 5 things you’re able to do with employee options that are currently underwater.
Instacart’s IPO is going to be really exciting but comes with a lot of planning on your part if you have Instacart RSUs at IPO.
If you have restricted stock units and your company is planning to IPO, you’ll want to know exactly what you want to do with your RSUs as your company IPOs.
Selling RSUs at a loss is a tough decision to make. In this article we give you 6 tips so you can understand more of what it actually means to sell at a loss and why it might actually be beneficial.
Negotiating for a larger salary or more restricted stock units (RSUs) is difficult. This article will give you ideas on how to more effectively negotiate for RSUs or more RSUs.
Owning a lot of one single stock is often said to be a big no-no. This article will help you break down how much single company stock is too much for you rather than simply giving a rule of thumb.