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Equity CompensationEquity Compensation
How Are ISOs and NSOs Taxed? Understanding Stock Options and the AMT Trap
Mar 15, 2025

How Are ISOs and NSOs Taxed? Understanding Stock Options and the AMT Trap

Exercising stock options can create surprise tax bills. Here’s the difference between ISOs, NSOs, and how AMT fits in.

Marcel Miu, CFA, CFP
Marcel Miu, CFA, CFP
Equity CompensationEquity Compensation
What Happens When RSUs Vest? Tax Withholding, Income, and Capital Gains Explained
Mar 01, 2025

What Happens When RSUs Vest? Tax Withholding, Income, and Capital Gains Explained

RSUs create two taxable events: income at vesting and potential gains at sale. Here’s how to avoid surprise tax bills.

Marcel Miu, CFA, CFP
Marcel Miu, CFA, CFP
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A 5-minute newsletter for busy tech professionals with deep dives on equity comp, investing, and financial planning using visuals, videos, and humor.

Wealth Made Simple

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