7 Ways to Manage Concentrated Stock Positions
Key Summary: Learn how to effectively manage concentrated stock positions and why it matters for your financial strategy. A concentrated stock position exposes you to
Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation. Articles cover a range of topics about employer stock, such as exercising options, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds. The blog also discusses liquidity events such as IPOs, mergers, or acquisitions and what happens to stock if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth.
Key Summary: Learn how to effectively manage concentrated stock positions and why it matters for your financial strategy. A concentrated stock position exposes you to
Selling Company Stock and Options After the IPO Lockup Period An IPO lockup period is the window, typically 180 days after a company goes public,
If Your Company is Going Public, Here’s What to Expect Whether you work for a private company about to IPO or one that’s recently gone
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
Is exercising stock options right before a company goes public a good idea? With Anthropic, OpenAI, and others set to go public soon, we’re getting
Rule 10b5-1 allows insiders to create pre-arranged trading plans as a way to remain compliant when managing their stock compensation. When structured properly, a 10b5-1
A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be
An 83(b) election lets founders and early employees buy unvested stock and recognize the taxable gain now (if any), instead of when the shares vest.
What happens to employee stock options or equity compensation if you leave the company? Before giving notice, understand how vested and unvested stock options and
Exercising stock options means buying shares. Early exercising stock options means buying the stock before it vests. When should you exercise an option early? In