Open Enrollment: Healthcare Considerations
A guide to healthcare considerations during open enrollment. Plan types, key definitions, and choosing a healthcare plan.
Basics of Employee Stock Options
Basics of employee stock options. What are NQSOs? What are ISOs? Key terms and definitions. How are NQSOs and ISOs taxed? Strategies for NQSOs and ISOs.
Benefits of Health Savings Accounts (HSAs)
HSAs are incredibly powerful planning tools thanks to their tax benefits and flexibility, offering benefits for healthcare costs, retirement savings, and more.
Employee Stock Purchase Plans (ESPPs)
An overview of employee stock purchase plans, taxation, and what to consider before participating in your company's ESPP.
What to Do with Restricted Stock Units (RSUs)
Answers to common questions regarding RSUs: What are RSUs? How are they taxed? What should you do with RSUs? And tax planning opportunities.