Restricted Stock Units

You've maxed your 401(k), the Roth IRA door is slammed shut (thanks, income limits), and the IRS seems very pleased with itself. But the mega backdoor Roth IRA offers a surprisingly powerful workaround – one that can unlock tens of thousands of dollars in additional tax-free retirement savings each year, if your employer's plan allows it.

The S-1 is in. The banks are circling. October is closer than you think. If you're an Anthropic employee sitting on equity, this isn't a drill – and this is the guide your financial future deserves (no billable hours required).

When the all-hands invite arrives with no subject line and the entire company is on it, your mind goes straight to one place: your equity. This complete guide breaks down exactly what happens to stock options when a company is acquired – cash payouts, equity conversion, acceleration clauses, and what the IRS is circling on your calendar.

You believed in the mission, accumulated UiPath RSUs, and watched PATH touch $85. Now it's $12. Before you convince yourself it's "just temporary," here's what every UiPath employee actually needs to know – with a side of dark humor, because sometimes that's all you've got.

You're leaving. Congrats! But before you delete Slack and order the celebratory tacos, we need to have a very important conversation about your stock options – because a 90-day clock just started, and it doesn't care how busy you are.

You can see your wealth. You just can't reach it. A 10b5-1 trading plan changes that – here's how corporate insiders use pre-arranged trading plans to sell company stock legally, automatically, and on their own terms.

You worked years to build wealth through RSUs, stock options, or an IPO. Now most of that wealth sits in a single stock. This guide walks through 7 tax-smart strategies to reduce your concentrated stock position – without triggering a tax bill that wipes out the gains.

Your ESPP is offering you a 40%+ annualized return before the stock moves a dollar. The lookback provision. The qualifying disposition ladder. The cost basis adjustment that prevents double taxation. Here's the full playbook – written for the tech employee who's done waiting to figure this out.

Most founders don't know it exists until it's too late. Section 1202 of the U.S. Tax Code lets qualifying shareholders exclude up to $15 million in capital gains from federal taxation – zero capital gains tax, zero NIIT, no AMT impact. This guide covers everything: who qualifies, what the One Big Beautiful Bill Act changed, and how families are using stacking strategies to shield tens of millions across generations.

If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.