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.
Incentive Stock Option (ISO) Basics
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.
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.
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.
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.
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.
Employee Stock Purchase Plan (ESPP) Basics
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.
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.
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.
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.
How Much Should I Contribute to My ESPP?
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.
Should I Max Out My ESPP?
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.
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.
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.
What Happens to RSUs When You Quit?
Knowing what’s going to happen with your vested and unvested RSUs is important to know as you’re looking to change jobs. This article simply explains what will happen and provide examples.
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.
8 Tips to Build an Effective 10b5-1 Plan
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.
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.
What to Do with RSUs After Vest
RSUs finally have value after they vest and knowing what to do with them will help you make the most of them.