Wealth Accumulation
What is an Exchange Fund and How it Can Mitigate Stock Concentration
If you’ve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio....
Read More How Might Behavioral Finance Impact Your Equity Compensation?
When you think of “equity compensation,” you might think about incentive stock options, non-qualified stock options, and restricted stock units. If you dig even deeper, you may also think about...
Read More Navigating Tax Time: Tips for Filing Your K-1 Form
For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.)....
Read More Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
Concentration risk is an issue of interest to nearly every employee, executive, business owner, or anyone else holding company stock and employee stock options. What is concentration risk? It’s loosely...
Read More What Executives Need to Know About Performance Awards
A performance award is a grant of company stock or stock units, typically tied to a pre-determined metric or goal that is specific to the recipient or award itself. More...
Read More 83(b) Elections: What they are, and What You Need to Know
When you receive equity compensation in the form of restricted stock, non-qualified stock options, or incentive stock options, you may have the opportunity to make an 83(b)...
Read More Comparing the Solo(k) and SEP-IRA for the Self-Employed
For those who are self-employed, the question of how to save for retirement is a frequent one. Fortunately, the answer may not be that that difficult at all. In fact,...
Read More What Is Net Unrealized Appreciation?
If you own company stock inside your 401(k) plan, you may want to know about net unrealized appreciation. Net unrealized appreciation, or NUA, is a financial planning technique that may...
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