Insights

Insights

Anduril IPO: What Employees Should Do Before It Happens

An Anduril IPO hasn’t been announced, but employees with private-company equity can prepare for one now. Co-founder Palmer Luckey has ...

Should You Sell RSUs at Vest? What the Data and the Tax Code Show

Should you sell RSUs when they vest, or keep the shares and hope they appreciate? For most employees with meaningful ...

How to Diversify Concentrated Stock Without a Huge Tax Bill

Learning how to diversify concentrated stock is one of the most valuable planning decisions for executives, engineers, and long-tenured employees ...

Financial Advisor Fees: What You Should Pay and What Should Be Included

Financial advisor fees range from a few hundred dollars for an hourly consultation to tens of thousands of dollars a ...

Colorado Retirement Taxes: How Social Security, Pensions, and IRA Withdrawals Are Taxed

Colorado retirement taxes come down to the state’s flat income tax rate and a set of subtractions for Social Security, ...

Should a Lockheed Martin Employee Roll Over a 401(k) When Retiring?

A Lockheed Martin 401(k) rollover is one of the first decisions many employees face as retirement gets closer, and it’s ...