Equity Compensated

Getting compensated with equity in your company can present a unique opportunity to build long term wealth.

However, with that same opportunity comes with a set of different risks and issues.

We work with the Equity Compensated to help them those risks and decisions as they relate to their personal financial plans.

It can add a layer of complexity to your overall financial and tax plan.

We will work within your employee handbook and if necessary get in contact with your HR department to make sure you are taking advantage of all of your benefits.

If you own company stock in your 401k plan, do not do a Rollover until you know what NUA is and if you've calculated for your company's stock. Not many people talk about NUA, but it could have some tax benefits. But once your stock are moved from your 401k to an IRA it will have been too late.

Do you think your compensation and pay is getting a little too complicated and have questions?

Take a look at the guide below. Hopefully that can help a little.

Or you can schedule a introductory consultation, at the very least we might be able to answer some of your questions. If you're not ready for that you can always sign up for our email newsletter.