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12 Apr '24When is the Best Time to Sell Your RSUs?
Continue readingMany employees in the technology sector are granted Restricted Stock Units (RSUs) as a form of equity compensation. Whether received as a one-time hiring incentive, recognition for outstanding performance, or part of an annual compensation package, RSUs prompt the crucial question: When should you sell them? Understanding Restricted Stock Units (RSUs) A Restricted Stock […]
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31 Mar '23RSU Income & Mortgage Qualification
Continue readingWorking for a tech company that uses Restricted Stock Units (RSUs) as compensation can limit your ability to qualify for the home mortgage you might desire. Luckily, more mortgage providers now accept income from RSUs in their qualification calculations, but it may take some advanced planning on your part. More about Equity Compensation at Tech […]
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18 Nov '22Equity Compensation at Tech Companies
Continue readingRestricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), and Stock Options are all forms of commonly offered equity compensation at tech companies in the United States. Overview of Tech Firm’s Equity Compensation Methods RSUs are typically granted as a form of compensation to employees and are a promise to deliver company stock at […]
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27 Oct '22
When to Sell RSUs for Tech Employees
Continue readingWhen is the optimal time to sell my RSUs? Many technology company employees receive grants of Restricted Stock Units (RSUs). This form of equity compensation may be in the form of a one-time hiring bonus, a reward for exceptional performance, or part of the annual compensation program. Regardless of how you received your RSUs, everyone […]
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09 Jan '19Are Qualified Opportunity Funds A Good Investment?
Continue readingDo you hold highly appreciated stock that you want to sell, but don’t want to pay the subsequent capital gains tax? If so, there is a new investment option to consider. Investing in a Qualified Opportunity Fund (QOF) allows you to defer federal tax on your capital gains while freeing up the money you initially […]
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25 Oct '18Amazonian’s $1 Billion Retirement Bet
Continue readingAmazon employees have invested $1 billion of their 401(k) retirement funds[1] in their employer’s stock—by far the single largest holding in Amazon’s 401(k) plan. Luckily, this was a very good bet during 2017 (up 56%) and has continued to be an outstanding investment during 2018 (up over 70% as of end of September). Implying a […]
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25 Sep '18
RSU Income & Mortgage Qualification – 2018
Continue readingWorking for a tech company—like Amazon—that uses Restricted Stock Units (RSUs) as compensation, can limit your ability to qualify for the home mortgage you might desire. Luckily, more mortgage providers now accept income from RSUs in their qualification calculations, but it may take some advanced planning on your part. This change is likely based on […]
