Category: Updated for 2023

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

Can I contribute to more than one retirement plan? This is a common question for individuals that have more than one job or run their

If you’re looking for a self-employed 401(k) look no further than the Solo 401(k) plan. The Individual (or Solo) 401(k) plan is very similar to

Updated for 2023. If you have incentive stock options, you’ll want to know how your equity compensation will be taxed. When you sell incentive stock

Updated for 2023. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and

What happens to stock when a company is bought out or acquired? If you have stock options, RSUs, or another type of equity compensation, you’ll