Avoid Double Taxation
Accumulate tax-credits that can be used to offset capital gains on your stock options
*No registration required
Avoid Double Taxation
Accumulate tax-credits that can be used to offset capital gains on your stock options
Take advantage of the unique opportunity present in your equity awards
Tutorial developed specifically for individuals who receive company stock as part of their compensation. Informational purposes only and should not be considered investment advice.
High Cost of Inaction
Step 1
Step 2
Enter the approximate amount of your vested stock options
Step 3
Update your financial plan to determine how much earlier you can retire
*The blue line represents the hypothetical return on your current equity compensation if you diversified all of your shares into an S&P500 index fund. Growth is compounded over 20 years at the average annual rate of return for the S&P500 from 1994-2024. The red line represents the hypothetical return using the strategic tax planning strategy and reinvesting your tax credits every year. The 7.4% in additional annual return is based on average available tax credits in the S&P500 over the last 30 years. These numbers are based on historical data and are not guaranteed. Not tax advice.
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Experience. Results
Navigating equity compensation requires more than basic financial planning – it demands specialized expertise.
*Connect with a local advisor that specializes in this strategy
Frequently Asked Questions?
How Much Does This Cost?
Your initial meeting with an advisor is complimentary. And there is no obligation. However, if you decide to work with an advisor, they typically charge an annual management fee in exchange for their services.
Is There A Minimum Amount I Need to Invest?
The typical starting point for an experienced advisor is $100,000 in investable assets. That includes equity, stocks, bonds and cash between both taxable and tax deferred accounts.
Is Connecting NOVA An Advisory Firm?
No. We are a professional referral service focused on helping members of the community build trusted relationships with experienced local advisors.
Why Work With An Advisor?
Managing your own money can be time consuming and complex, particularly if you have equity awards. There is also an emotional component of managing your own wealth that can add additional challenges. An experience advisor can help you avoid the heartache of costly mistakes and greatly improve your returns. Your equity is one of your biggest assets — make sure you’re keeping as much of it as possible.