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EquityFTW
EquityFTW
Home
About
Services & Fees
Employee Education
Articles
Categories
FAQ
Contact
Home
About
Services & Fees
Employee Education
Articles
Categories
FAQ
Contact
Nonqualified Stock Option (NSO) Tax Calculator
Non-qualified Stock Options (NSOs) CJ Stermetz CFP®, CEP 6/3/24 Non-qualified Stock Options (NSOs) CJ Stermetz CFP®, CEP 6/3/24

Nonqualified Stock Option (NSO) Tax Calculator

We’ve built this free and easy NSO Tax Calculator so you can get a general idea of the taxes you might owe from exercising NSOs.

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Restricted Stock Units Terms to Know
Restricted Stock Units (RSUs) CJ Stermetz CFP®, CEP 6/3/24 Restricted Stock Units (RSUs) CJ Stermetz CFP®, CEP 6/3/24

Restricted Stock Units Terms to Know

Restricted stock units have their own unique vocabulary. To make the most of your restricted stock units, you’ll need to first have a basic understanding of all the relevant terms.

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How to Read an Employee Stock Purchase Plan (ESPP) Purchase Confirmation
Employer Stock Purchase Plans (ESPPs), Basics CJ Stermetz CFP®, CEP 5/31/24 Employer Stock Purchase Plans (ESPPs), Basics CJ Stermetz CFP®, CEP 5/31/24

How to Read an Employee Stock Purchase Plan (ESPP) Purchase Confirmation

The more you learn about your company’s ESPP, the more you’ll want to utilize it. Learn how to read a purchase confirmation while going through a real example from a real ESPP.

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Nonqualified Stock Option (NSO) Tax Treatment & Scenarios
Non-qualified Stock Options (NSOs) CJ Stermetz CFP®, CEP 5/27/24 Non-qualified Stock Options (NSOs) CJ Stermetz CFP®, CEP 5/27/24

Nonqualified Stock Option (NSO) Tax Treatment & Scenarios

Nonqualified stock options are great for building wealth. They provide you some flexibility on when you want to take a tax hit, but it’s important to understand what that tax hit may look like.

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