How Much Company Stock is Too Much?
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.
Restricted Stock Unit (RSU) Tax Calculator
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.
Managing RDDT RSUs
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.
RSU Selling Strategies
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.
When Do I Owe Taxes on 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.
Questions Techies Should Ask Their Tax and Financial Advisors
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.
RSU Taxes When Moving States
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.
What’s Better RSUs or Options?
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.
6 Things to do with Equity Right After an IPO
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.
How to Avoid Taxes on RSUs in 2024
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.
Restricted Stock Unit (RSU) Basics
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.
How to Politely Ask For RSUs at a Public Company
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.
When to Use an Exchange Fund
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.
5 Great Ways to Use Appreciated Stock
Properly using appreciated stock can have an impact on your retirement plan/FIRE plan, your charitable plans, and your plans to gift to others.
Tips For Managing Instacart RSUs
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.
What to Do With 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.
Tips for Selling RSUs at a Loss
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.
5 Tips For Negotiating Restricted Stock Units (RSUs)
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.
Detailed Comparison of RSUs and RSAs
RSUs and RSAs have similar sounding names, but are different in many important ways. This articles dives into the differences and similarities of the two so you have a better understanding.
83b Election on RSUs
Doing an 83b election is a powerful way to save money on taxes, the problem is that the ability to actually do an 83b election doesn’t apply to all equity types.