What Should I Do After Selling My Company Stock?
James McDougal James McDougal

What Should I Do After Selling My Company Stock?

Just sold company stock? Here's how RSUs, ISOs, ESPPs, and NSOs are taxed, how much to set aside for capital gains, and how to put the rest of your proceeds to work toward your financial goals.

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What You Should Know About NSOs
James McDougal James McDougal

What You Should Know About NSOs

Got a mix of NSOs and ISOs in your offer letter? Here's how Non-Qualified Stock Options are taxed, when it makes sense to exercise, and what early-exercising and the 83(b) election mean for your bottom line.

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Getting a Grip on Restricted Stock
James McDougal James McDougal

Getting a Grip on Restricted Stock

Restricted Stock can be one of the most valuable parts of your compensation package — and one of the most confusing. Here's everything you need to know about RSUs, RSAs, vesting, taxes, and the 83(b) election before the analysis paralysis sets in.

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You’ve Been Granted ISOs; Now What?
James McDougal James McDougal

You’ve Been Granted ISOs; Now What?

What should you do after being granted Incentive Stock Options (ISOs)? Learn the tax implications of exercising your options, how Alternative Minimum Tax (AMT) works, and how to maximize gains on your company stock.

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