I’m surprised by how often financial planners will recommend to all their clients that they sell all their RSUs. Sometimes, this is the correct answer. But I think this conversation deserves nuance. Whether navigating thousands, hundreds of thousands, or especially millions of dollars, managing your RSUs is one of your most important financial decisions. So, let’s have a strategy.
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Using three examples, we would like to clarify for you how ISOs work, and how to maximize their benefits while avoiding costly mistakes. We’d like to help you proactively understand your incentive stock options so that you can maximize their benefits.
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