Tag: retirement planning
How to Manage Taxes on Highly Appreciated Stock
When you’ve spent years working for a tech company, it’s common to build up a substantial amount of highly appreciated stock. Sometimes, this can become...
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The Tech Employee’s Complete Guide to RSUs
Glossary, Taxes, Strategy, and the 13 Mistakes That Cost You Money By Alex Caswell, WealthScript Advisors • Updated 2026 • 20 min read IN THIS...
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Should You Sell RSUs Immediately? 2 Key Exceptions
If you’ve been granted Restricted Stock Units (RSUs) by your employer, you’ve likely stumbled across countless articles that offer a quick, definitive answer to the...
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Passive Income Investments Are a Myth
You’ve probably heard impressive stories of people touting their “passive investing strategies,” but the definition gets stretched far beyond reality. At its simplest, passive investing...
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4 Ways to Maximize Your Executive Deferred Compensation Plan
If you’re a tech executive, a non-qualified deferred compensation plan (NQDC) can be one of the best tools to optimize tax savings and retirement plans....
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