Financial Advisor Insights

Are You Holding Employer Stock in Your Retirement Plan?

Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms that allow participants to buy employer stock in […]

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How Incentive Stock Options are Taxed

If you have incentive stock options (ISOs) it is important to understand how your equity compensation will be taxed. Holding ISOs through the end of the calendar year in which you exercised the […]

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Podcast Interview: Restricted Stock Units After an Acquisition

by Kristin McKenna, CFP® on February 16, 2017 in Stock options, RSUs

Darrow Wealth Management's Kristin McFarland explains what can happen to restricted stock units (RSUs) after an acquisition during a podcast interview for

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How Non-Qualified Stock Options Are Taxed

If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and what responsibilities you have to report the income. Managing equity […]

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Managing Restricted Stock Units

Updated for 2020. RSUs are equity grants from your employer. When granted, the shares have no tax or income implications as they are still considered “unearned.” To earn the shares, employees must […]

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3 Ways to Manage Your Stock Options

Tips for managing equity-based compensation (Infographic). Managing stock options can be complicated and the tax implications significant.

To begin, what type of stock options do you have? Incentive […]

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Tax Planning Strategies for Incentive Stock Options (ISOs)

Develop a tax planning strategy before exercising your ISOs. Commonly referred to as equity-based compensation, the term “stock options” can mean an individual is given equity – or given the option […]

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What happens to stock options or awards after a company is acquired?

What happens to stock options or awards after a company is acquired? Depending on several factors, such as what type of equity plan you have and whether your grant is vested or unvested, a few […]

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Don’t Overlook an Employee Stock Purchase Plan (ESPP)

Employee stock purchase plans (ESPP) can be a generous workplace benefit. However, workers often shy away from using these plans because they don’t quite understand how an ESPP works. Tax-qualified […]

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