Equity isn’t one-size-fits-all. Cash, stock swaps, AMT, and vesting rules all shape your payout. Here’s how to decode the fine print.
A low mortgage rate feels like a win, but rental math, tax rules, and hidden costs tell a different story. Here’s what to weigh before deciding.
Many employees hold ESPP stock too long chasing tax breaks, only to watch gains vanish. Here’s how to create a better plan.
Exercising stock options can create surprise tax bills. Here’s the difference between ISOs, NSOs, and how AMT fits in.
RSUs create two taxable events: income at vesting and potential gains at sale. Here’s how to avoid surprise tax bills.
