Don’t Get Taken Down When Your Employer’s Stock Sinks
What can happen if you own too much of your company’s stock? The coronavirus outbreak is yet another example of the dangers of having too
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.
What can happen if you own too much of your company’s stock? The coronavirus outbreak is yet another example of the dangers of having too
What Happens to Stock Options After a Failed IPO? WeWork (now called The We Company) was just steps from a historic initial public offering when
What’s your post-IPO stock liquidation strategy? Working for a company as it goes public can be a very exciting and rewarding experience. If you have
What happens to employees when a company is bought out? Depending on your position, it can be stressful to work for a company when it
It’s common for employees to move around, especially in tech and biotech. Before giving notice, understand what could happen to stock options or other forms
Stock options or awards can be quite complex. But it’s important to understand how stock options work, especially if it’s a big part of your
Whether you work for a company that is pre-IPO or has recently gone public, you may wonder what that means for your stock options or
What’s the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a
This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management. Unlike most questions in financial planning where the answer
It is not uncommon for employees with stock options or equity based compensation to hold too much employer stock. Employees don’t often realize how much