Does your compensation package seem to get more complicated every year? Are you taking full advantage of all the benefits that you could be?
Roughly 10% of all U.S. employees own stock options, and about 50% in technology companies. But many miss out on potential benefits by neglecting to diversify over time, or to even sign up at all. Your company HR may be helpful, or they may not be.
We have the experience needed to help you understand, manage and maximize these important benefits.
Discussion topics which become part of your financial plan may include:
- Tax implications of Incentive Stock Options (ISO) vs. Non Qualified Stock Options (NQSO)
- Concentration risk of company stock in your portfolio
- Tax-aware strategy for timing the diversification of your portfolio
- Vesting schedule of your stock options or restricted stock, and how it fits into the timeline of your financial goals
Do you have questions about your executive benefit plan or company stock plan?
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