Keep More of Your Gains: A Smarter Way to Manage Stock Compensation

If you’re compensated in company stock, it’s a great way to build wealth. But when it’s time to sell, taxes could take a significant bite out of your earnings. Most people think it’s just part of the deal—but it doesn’t have to be. By planning ahead, you can offset those taxes and keep more of what you’ve worked so hard for. Here’s how: If you know a big liquidation event is coming, like selling your stock, we can help you prepare. By harvesting losses over time, we can help to build a reserve of carry-forward losses to reduce your taxable gain when it happens. It’s called Direct Indexing. The key is starting early. This isn’t a last-minute fix. The longer we have, the better the outcome. Schedule a meeting to see how this could work for your specific situation.