Be WELLthy Blog

Rollover Equity Questions for Early Stage Equity Holders

By Andrew Foray, CFP^® | Sep 08, 2025 |

Founders and early-stage equity holders should ask these 21 questions before reinvesting in their company post-sale.

September 02, 2025 |

Year-end tax planning strategies to help manage liabilities, deductions, and set the stage for long-term financial success.

August 25, 2025 |

Budgeting in college is about learning how to make the most of every dollar. Build money habits early.

August 18, 2025 |

Before agreeing to rollover equity in a buyout, weigh the risks, liquidity, tax impact, and control. See how it serves your next chapter.

August 11, 2025 |

Manage your IPO windfall by reducing risk, protecting your family, and aligning your wealth with what matters most.

August 04, 2025 |

The IPO is done, but your IPO lockup period is not. Manage tax exposure, reporting rules, and charitable giving before the window opens.

July 31, 2025 |

Undergo pre-IPO planning to evaluate equity, reduce tax exposure, and build a smart strategy for long-term wealth.

July 28, 2025 |

A 403b rollover to a 401(k) may lower fees, boost employer match, and streamline your savings. Here's why it often makes sense.

July 24, 2025 |

Grad school can be the perfect time for a Roth conversion. Leverage a low tax year to set up decades of tax-free growth.

July 21, 2025 |

Divorce doesn't directly impact your credit score, but joint debt and missed payments can. Protect your credit during and after divorce.