Answers & Observations

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Posts tagged Equity Compensation

The RSU Tax Trap: When Should You Sell Your Company Stock, and How Can You Avoid Tax Underpayment?

It has been a rocky year for tech stocks. Since peaking in January, the tech-heavy Nasdaq is down nearly 5,000 points (about 30%).

Chris Jennings, Tax and Estate Planning, Investing and Markets, Behavioral FinanceChris JenningsOctober 5, 2022Tax, Equity CompensationComment

RSUs vs. ISOs: Equity Compensation 101

Chances are, if you’ve reached a point in your career where your employer has granted you Incentive Stock Options (ISOs) or Restricted Stock Units (RSUs), you’re doing great. Both ISOs and RSUs are reserved for highly valued members of a company, people that organizations really want to retain for a long time. So, first things first, nice work!

Chris Jennings, Good to Know, Investing and Markets, Retirement Planning, Working with Heron WealthChris JenningsMarch 26, 2021Heron WealthRSUs, ISOs, Equity CompensationComment