Early Exercising Non-Qualified Stock Options (NSOs)
This article will teach you how to early exercise NSOs and will explain when it is beneficial.
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.
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.
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.
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.
ISO to NSO Conversion Explanation and Examples
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.
Detailed Comparison of ISOs vs NSOs
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.
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.
What are 10b5-1 Plans and Should I Use One?
10b5-1 plans protect you from insider trading allegations as you sell company equity. While 10b5-1 plans can be intricate, this article helps give you an intro and gives an example of a basic 10b5-1 plan.
Choosing the Right Spotify Incentive Mix
Spotify’s Incentive Mix gives employees the power to choose how they want to receive their incentive pay. This article explains the program simply and provides pros and cons of going with one choice over another.
5 Methods for Financing the Exercise of ISOs or NSOs
The purpose of this article is to provide you with five different methods to finance the exercise of your options and to discuss some of the pros and cons of each.
Non-qualified Stock Option (NSO) Basics
Nonqualified Stock Options (NSOs) are the most common form of employee stock options. This article teaches you the basics of NSOs in plain english.
11 Terms to Know If You Have Nonqualified Stock Options (NSOs)
Nonqualified stock options (NSOs) are a common type of equity compensation. This list will help you get acquainted quickly with the must know terms of NSOs.
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.
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.