Top Tweets for #EquityComp
Here's the first thing you need to understand about RSUs
They're compensation before they're an investment.
Think a bonus in stock, instead of cash.
If it were cash, what would you do with the money?
That’s the first part of the decision.
#RSU #EquityComp #TapestryFP
Your company withholds 22 percent on your RSUs.
Your actual bracket is often closer to 32 or 37.
That gap is the surprise bill waiting for you in April.
Set the difference aside the week it vests, not the week taxes are due.
#RSU #EquityComp #TaxPlanning
The surprise April tax bill usually isn't a surprise.
A big vesting year, no estimated payments, and 22% withholding will do it every time.
You can see it coming in October if you look.
#TaxPlanning #EquityComp #RSU
When your paycheck and your portfolio depend on the same company, that's not diversification.
That's one bet, twice.
A vesting schedule isn't a sell plan.
#ConcentrationRisk #EquityComp #Investing
Left your job with unexercised ISOs?
You usually have about 90 days before they expire.
That clock starts the day you leave, and most people don't read it until it's almost out.
#ISO #StockOptions #EquityComp
Your company withheld 22% on that RSU vest.
Your actual bracket might be 32% or higher.
That gap isn't a rounding error. It's the April tax bill nobody warned you about.
#RSU #EquityComp #TaxPlanning
Equity comp is powerful and tricky. I work with tech pros on plain English plans for ISOs, RSUs, and ESPP (timing, taxes, diversification). Want a second opinion before you vest or exercise? Learn more: https://t.co/i777PowXca #EquityComp #RSUs #ISOs #StockOptions #TaxPlanning
With IPOs delayed, tender offers let you cash out equity—an opportunity you may not get again.
@CitrineCapital helps tech employees navigate taxes, reallocate funds & plan for life changes. Don’t go it alone—let’s talk.
#EquityComp #TenderOffers
https://t.co/R3QVaUqZG1
Client from Crowdstrike reached out to me with a sigh of relief that she sold her RSUs right as they vest and invested in a diversified portfolio.
Diversification don't work until they do. Parties don't last forever y'all.
#RSU #EquityComp #Investing #Diversification.
Should you exercise your private #ISOs? Maybe.
The reason to exercise is to pay less tax in the future if you are able to sell the shares at a gain.
The downside to exercise is a) potential AMT exposure and b) never seeing the money again.
#startups #equitycomp
Are you changing jobs and have vested private #stockoptions?
You likely have 90 days to decide whether or not to exercise your unexercised, vested options.
Here are some questions to ask before exercising 👇
#ISOs #NSOs #startup #equitycomp
Thank you to the Palo Alto Group at @MorganStanley for hosting an amazing 2022 Partners Conference in Scottsdale, AZ! Our team was recognized with the Leadership Award for our role in providing top service and guidance to our stock plan clients. #nextgen #equitycomp #MSatWork
Another day, another speaking event! Join us at 11 am PT for @StockCompGuru webinar on 10B5-1 plans! #equitycomp
Should you sell your restricted stock units…?
Probably!
#rsu #equitycomp #diversification #personalfinance
Want to learn, and understand a topic, or an idea, write about it
Nothing has helped me understand the nuance of stock options, and my personal opinion of it, more than writing.
#equitycomp #incentivesrockoptions
#zajacgrp
Restricted stock and stock options are part of McDonald's CEO sex scandal. Details and legal tips on office romances from lawyers with @morganbrownjoy and @SaulEwing, in my new @Forbes article to read and share: https://t.co/qRXJDX4W77 #sexualharassment #equitycomp #MeToo
https://t.co/zHSAT4TmCz launched 20 years ago today! Thanks to the site members, licensing clients, advertisers, and contributing authors who've supported us through all those #stockmarket ups and downs, economic cycles, and changes in #equitycomp. #stockplans #financialplanning
Years into this, and I still get the same buzz every time someone signs up for a meeting through my blog!
#advisormarketing #equitycomp #employeestockoptions
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