Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

Decoding Non-Qualified Stock Options Taxation

Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NQSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

By Jacob LaRue
November 30, 2023

2 Min Read
Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

What are Incentive Stock Options?

Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

By Jacob LaRue
October 5, 2023

2 Min Read
Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

Why Should I Consider a Roth Conversion?

A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

By Jacob LaRue
September 14, 2023

3 Min Read
Black and white photograph of a hand holding up a black graduation cap to illustrate how important 529 plans can be.

What Are 529 Plans?

A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…

By Jacob LaRue
September 7, 2023

2 Min Read
Graphic of a person juggling small icons. Icons include piggy bank, credit card, shield, coin, and stock ticker to illustrate the investment decisions of restricted stock units like tax.

What Are the Investment Decisions to Consider with RSUs?

Restricted Stock Units or RSUs are an amazing employee benefit. However, there are investment decisions to consider when looking at RSUs. For instance, the tax implications of restricted stock units or liquidity. Be Sure to Read:…

By Jacob LaRue
August 9, 2023

2 Min Read

Should I Hold My RSUs After Vesting?

When deciding whether to hold recently vested Restricted Stock Units or RSUs one needs to carefully consider the pros and cons of doing so. Also, be sure to read the first part in this series “What…

By Jacob LaRue
June 28, 2023

3 Min Read

What are RSUs?

Restricted Stock Units or RSUs are a common way for companies to offer additional pay to their executives, directors, and other key employees in the form of company stock. The 4 Key Components of RSUs: The…

By Jacob LaRue
May 21, 2023

2 Min Read