My clients include professionals with equity compensation such as ISO’s and RSU’s. Whether your company is already public or there are talks of an upcoming IPO, I can analyze and model scenarios to help you make informed choices. I’m well-versed in platforms such at E*TRADE, Fidelity, Carta, and Shareworks.
- Incentive Stock Options: How can you maximize the potential of your ISO’s while minimizing upfront costs and taxes?
- Restricted Stock Units: Perhaps RSU’s are a large part of your compensation. Should you sell them immediately upon vesting or hold them?
- Mega Backdoor Roth IRA & Roth conversion strategies
- Traditional vs Roth 401(k): what percentage of your paycheck should go to each and rationale
- Investing a windfall from a life event (e.g. inheritance, legal settlement)
- Inherited IRA's and related withdrawal strategies
- Tax planning, tax-loss harvesting
- Early retirement forecasting: how soon can you stop working (or transition to a less stressful job) without running out of money?