Articles on RSUs, ISOs, NSOs, 83(b) elections, and restricted stock — how each equity type is taxed and strategies to maximize your compensation value.
29 articles
Everything Amazon employees need to know about RSU vesting — the back-loaded 5/15/40/40 schedule, tax implications of large Year 3-4 vests, and strategies to avoid surprises.
RSUs are a promise to deliver shares at vest. Restricted stock is actual shares granted immediately (subject to forfeiture). The key difference: restricted stock is eligible for the 83(b) election, which can save tens of thousands in taxes. RSUs are not.
A comprehensive overview of all equity compensation types --- stock options (ISOs and NSOs), RSUs, restricted stock, phantom equity, SARs, and profits interests. Covers how each is taxed, when companies use them, and which you are most likely to receive at each company stage.
A complete comparison of RSUs and Employee Stock Purchase Plans (ESPPs) covering how each works, tax treatment for qualifying vs disqualifying dispositions, the 15% ESPP discount, lookback provisions, and strategies for maximizing both.
How RSUs and Incentive Stock Options differ in tax treatment, risk profile, exercise requirements, and which is better depending on your company stage and financial situation.
A comprehensive comparison of RSUs and stock options covering how each works, risk profiles in up/flat/down markets, tax timing, exercise costs, and which is more common at different company stages.
A vesting schedule determines when you earn your equity. Compare time-based, milestone-based, and hybrid schedules, plus real examples from Google, Amazon, and startups.
Cliff vesting is the initial waiting period before any equity vests. Learn about the standard 1-year cliff, what happens if you leave early, and how different companies structure their cliffs.
A complete guide to RSUs — from grant to vest to sale. Understand the lifecycle, tax treatment, sell-to-cover mechanics, and how RSUs differ at public vs private companies.
Free equity compensation calculators for ISOs, RSUs, 83(b) elections, and IPO lock-up planning. Find your AMT-free limit, RSU withholding shortfall, and optimal exercise strategy.
Complete guide to quarterly estimated taxes for equity compensation. Due dates, safe harbor rules, and penalty calculations for RSU, ISO, NSO, and ESPP income.
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