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7 Ways to Manage Concentrated Stock Positions
What is a Concentrated Stock Position? If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified
Selling Shares When the Lockup Ends: Managing Equity and Liquidity Post-IPO
Selling Stock When Your IPO Lockup Expires If you have stock or options at a private company that’s going public, it’s important to get a
Are Bonds Safe During a Recession or Market Crash?
What happens to bonds in a recession or market crash? Although past performance is not indicative of future results, history can be a helpful lens
What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public
Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and
ISO Taxes: How AMT and AMT Credits Work + Avoiding AMT on ISO Exercises
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.
Should You Exercise Stock Options Before An IPO?
Is exercising stock options right before a company goes public a good idea? With SpaceX, OpenAI, Anthropic, and others set to go public in 2026,
Qualified Small Business Stock: QSBS Tax Exemption for Startup Shares
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
How to Donate Stock to Charity: Donor-Advised Funds
Updated for 2026. Donating appreciated stocks to charity can be a great way to maximize your tax benefits and charitable goals. When you donate cash
How Your Brokerage Account is Taxed
How is a brokerage account taxed? Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b).
What You Need to Know About Capital Gains Tax
What is capital gains tax? When you sell an asset like a stock or a home, your gain could be taxable. The tax rate will
2026 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
The IRS released the 2026 401(k), 403(b), and SEP IRA contribution limits. There are changes to nearly all the contribution and income limits, including new
10b5-1 Trading Plans: Sales Strategies for Insiders
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
Options and Rules When Inheriting an IRA From a Parent
What to do after inheriting an IRA from a parent If you’ve inherited an IRA from a parent, you may be wondering what your options
Should You Take a Pension or a Lump Sum?
Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though
Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)
The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax
Should I Accept a Tender Offer For My Stock Options?
As a startup or private company employee, you may have the option to participate in a tender offer from your employer. Accepting a tender offer
Restricted Stock Awards: Guide to Your Grant
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
Inheriting an IRA from Your Spouse
Losing a spouse is a difficult time, and navigating the complexities of inherited assets can feel overwhelming. If your spouse named you as the sole