Can High-Income Earners Still Contribute to a Roth IRA?
July 21, 2026 Those who pass the Roth IRA income threshold early in their careers will often mentally file the account away as unavailable, then slowly forget about it. The…
Golden Handcuffs: Knowing When It’s Okay to Leave
July 17, 2026 You've probably done the math in your head already. For some, leaving your company now means you walk away from the November RSU grant. Wait until November,…
What Triggers the Alternative Minimum Tax When You Exercise ISOs?
July 13, 2026 You exercised your incentive stock options (ISOs). You didn't sell a share, and your W-2 looks identical to last year's. Then your accountant tells you that you…
What the New $15MM Estate Tax Exemption Means If You Hold Concentrated Stock
July 7, 2026 If you're an executive sitting on a large position in your company's stock, the One Big Beautiful Bill (OBBBA) just changed one of the variables in your…
Mid-Year Equity Compensation Review: A Checklist for Executives
June 30, 2026 The halfway point of the calendar year is a natural moment to take stock of where things stand. Many executives are occupied with other priorities at the…
Deferred Compensation Distribution Elections: Pitfalls to Avoid
June 25, 2026 When executives enroll in a nonqualified deferred compensation (NQDC) plan, one of the first decisions they make is a distribution election: a choice about when and how…
What Is an RIA? A Guide for Executives
June 23, 2026 The term "financial advisor" gets applied to a wide range of professionals with very different structures, compensation models, and legal obligations. Understanding what an RIA (Registered Investment…
ISO Exercise Timing: A Tax Planning Guide for Executives
June 18, 2026 Incentive Stock Options come with a decision that RSUs do not: the choice of when to exercise. That choice carries more complexity than it might appear. ISO…
What Happens to Equity Compensation When You Leave a Company
June 9, 2026 Career transitions happen for many reasons: a promotion to a new firm, a layoff, a retirement, or an acquisition. Whatever the cause, understanding what happens to equity…
Net Unrealized Appreciation: A 401(k) Strategy That’s Easy to Miss
May 29, 2026 Tenured leaders at publicly traded companies commonly hold employer stock in brokerage accounts, as well as inside their 401(k)s. After years of contributions, matching, and share appreciation,…