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Hannah Levy

Wealthfront's Guide to Equity & IPOs - Make smart decisions about your stock options

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Wealthfront's free Guuide to Equity & IPOs covers: how to value your eq uity; the right time to exercise your options; the different tax implications you need to know; the best stock selling strategy; and how to allocate the money from your windfall.

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Hannah Levy
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Hi everyone! I'm the Director of Content at Wealthfront and excited to share that today we launched a Guide to Equity & IPOs. As companies like Airbnb, Lyft, Pinterest, Slack, Uber, and others gear up for multi-billion-dollar IPOs this year, we know that employees are often left with more questions than answers: What’s the best way to project how much you stand to benefit from your equity? When’s the right time to exercise options? How should you handle the emotional roller coaster of selling your stock? How can you make your money work for you once you receive a windfall? To help you get the most out of your equity compensation, we collected our most popular advice into a comprehensive guide. Hope you find it useful - let me know if you have any questions!