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When Should I Exercise My Incentive Stock Options (ISOs)?

When Should I Exercise My Incentive Stock Options (ISOs)?

When should I exercise my Incentive Stock Options or ISOs? This is one of the most common questions I hear from my clients as a financial planner that specializes in working with tech professionals at pre-IPO tech companies. The simple answer is that you should...

Should I Sell My Restricted Stock Units (RSUs) Right Away?

Should I Sell My Restricted Stock Units (RSUs) Right Away?

The first question that many of my clients who work in tech ask me is: Should I sell my Restricted Stock Units (RSUs) right away? In general, the answer is, yes, you should sell your RSUs right away as soon as they vest. This assumes that your company’s stock is...

Should You Sign Up For Your ESPP

Should You Sign Up For Your ESPP

Hi, I'm Tom Lo with Vested Financial Planning, here to help you answer the question: Should you sign up for your ESPP? The answer is if you can sell your stock within a few days after the ESPP ends, then I would max it out. Remember, you're going to get typically get...

What is an Employee Stock Purchase Plan or ESPP

What is an Employee Stock Purchase Plan or ESPP

Transcript of What is an Employee Stock Purchase Plan Hi, my name is Tom Lo. I'm with Vested Financial Planning here to help you understand a ESPP. Your ESPP or Employee Stock Purchase Plan is a benefit for many tech employees at publicly traded companies. It's a way...

Why Does Exercising ISOs Lead To AMT?

Why Does Exercising ISOs Lead To AMT?

 Transcript: Hi, I'm Tom Lo with Vested Financial Planning. I'm here to help answer the question: Why does exercising your ISOs often lead to AMT? The reason why is because AMT treats different types of income differently. When you exercise your ISOs, the difference...

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

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