May 26, 2021
Remind yourself that when RSUs vest and you don’t immediately sell, you’re making an active decision to increase your exposure in your company’s stock. Unless you made an 83(b) election at grant, there’s no avoiding being taxed as income at vesting.
You should be skeptical about pre-paying taxes on equity comp...
May 19, 2021
In this podcast episode, I share three things you need to do when anticipating a windfall from equity compensation.
1) What type of equity do you own? Restricted Stock Units, Incentive Stock Options, Non-Qualified Stock Options, or a combination?
2) What is the vesting schedule of your equity comp? How much is currently...
May 11, 2021
In this podcast episode, I discuss a common problem with exercising incentive stock options (ISOs) to try to optimize for long-term capital gain (LTCG) treatment.
I also discuss potential cash flow issues when you're caught off guard by potential alternative minimum tax (AMT) exposure.
If you’re concerned about FOMO,...
May 6, 2021
In this podcast episode, I discuss why you should be focusing on negotiating your equity compensation instead of your salary, especially earlier in your career.
Equity ownership is the surest path to wealth. If you're going to work your butt off for a company, make sure you strive to get your fair share.
If you end up...
May 4, 2021
In this podcast episode, I discuss if you should factor in not yet vested employee equity compensation (whether RSUs or Stock Options) in your overall asset allocation.
I also discuss ways to determine what percentage of your net worth you should feel comfortable owning in a single asset (in this case, your company's...