What Happens to My Stock Options in an Acquisition?
When your company is acquired, one of three things happens to your vested stock options: they’re cashed out, converted into…
I Need Liquidity During a Blackout Window. What Are My Options?
A company trading blackout generally restricts transactions in employer securities. Other assets may remain available for transactions, subject to applicable…
What Happens to My RSUs If My Company Is Acquired?
What Happens to My RSUs If My Company Is Acquired? When a company is acquired, RSUs split into two categories…
What Challenges Do Concentrated Stock Positions Create?
Concentrated stock positions present several challenges, including: risk that extends past the share price, the tax cost of unwinding the…
How Do You Preserve Wealth Built on Concentrated Stock?
Concentrated stock built the wealth. Wealth preservation is the next stage, with a different job: funding your life from a diversified base while keeping the rest of the position as upside you chose.
How to Incorporate Unvested RSUs in a Financial Plan
Since unvested Restricted Stock Units (RSUs) generally represent potential future compensation rather than shares currently available to sell, they may…
How Do I Access Retirement Money Before 59 1/2?
Retirement money is reachable before 59 1/2, but each route to that money has a condition attached. The Rule of…
How Much Do I Need Outside of My Company Stock?
At a minimum, assets held outside of company stock should allow you to cover your fixed and ongoing financial obligations…
How Do I Risk Manage a Concentrated Stock Position?
There are two ways to risk manage a concentrated stock position: shrink it by selling shares on a schedule, or…
What Does My Company’s Insider Trading Policy Restrict?
Company trading windows and insider trading policies control when company stock can be sold, how much can be sold, and…
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