The company you work for has just had its initial public offering (IPO); it’s a very exciting time. All the hard work and belief you put into the company over the years is set to be rewarded. Now all that’s left is to wait for the six-month lockup period to expire before you’re free to sell your shares and realize the payoff from your efforts. The lockup period is a good time to take an inventory of your equity awards. You may have some combination of stock options (both incentive stock options and nonqualified stock options) as well as restricted stock units that have vested at various times. It’s helpful to work with your financial advisor and tax preparer to determine a game plan and tax strategy for the optimal order in which the awards should be sold. 

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