Mariner Wealth Advisors Insights https://marineriswealth.com/insights/ Wealth management for corporate executives en-us 60 Fri, 09 Oct 2026 09:00:00 +0000 RSU tax withholding shortfall: how a $90,000 April bill happenshttps://marineriswealth.com/insights/rsu-tax-withholding-shortfall/https://marineriswealth.com/insights/rsu-tax-withholding-shortfall/Wed, 07 Oct 2026 09:00:00 +0000RSU tax withholding shortfall explained: see how a 22% flat rate leaves a $90,000 gap at 37%, and which fixes work. Mariner Wealth Advisors shows the math. Deferred comp lump sum vs. installments: choosing a payout a few years before you retirehttps://marineriswealth.com/insights/deferred-comp-lump-sum-installments/https://marineriswealth.com/insights/deferred-comp-lump-sum-installments/Tue, 06 Oct 2026 09:00:00 +0000Mariner Wealth Advisors compares a deferred comp lump sum vs. installments on a $1 million balance: 37% bracket, Medicare surcharge, credit risk. How to decide: should I defer my bonus at the top tax bracket?https://marineriswealth.com/insights/should-i-defer-my-bonus/https://marineriswealth.com/insights/should-i-defer-my-bonus/Sun, 04 Oct 2026 09:00:00 +0000Should I defer my bonus? See the $200,000 example with the math, the 43% break-even rate and four checks from Mariner Wealth Advisors. Ask for a review. NQDC Plan Employer Bankruptcy Risk: The Mariner Wealth Advisors Checklisthttps://marineriswealth.com/insights/nqdc-plan-employer-bankruptcy-risk/https://marineriswealth.com/insights/nqdc-plan-employer-bankruptcy-risk/Thu, 01 Oct 2026 09:00:00 +0000NQDC plan employer bankruptcy risk explained: why deferrals sit with general creditors and a 30% rule to cap exposure. Mariner Wealth Advisors shows the math. Mariner Wealth Advisors' Guide to How Much Company Stock Is Too Muchhttps://marineriswealth.com/insights/how-much-company-stock-too-much/https://marineriswealth.com/insights/how-much-company-stock-too-much/Wed, 30 Sep 2026 09:00:00 +0000Mariner Wealth Advisors explains how much company stock is too much, using a 20% rule and a 50% drop table. Request a review. Exchange fund vs. selling stock: why deferring the tax isn't the same as saving ithttps://marineriswealth.com/insights/exchange-fund-vs-selling-stock/https://marineriswealth.com/insights/exchange-fund-vs-selling-stock/Wed, 23 Sep 2026 09:00:00 +0000Exchange fund vs. selling stock: see Sofia's tax math, the seven-year lockup and who qualifies. Mariner Wealth Advisors explains the trade-offs. How Mariner Wealth Advisors Approaches Net Unrealized Appreciation on Company Stockhttps://marineriswealth.com/insights/net-unrealized-appreciation-company-stock/https://marineriswealth.com/insights/net-unrealized-appreciation-company-stock/Fri, 18 Sep 2026 09:00:00 +0000Net unrealized appreciation on company stock can save $27,500 in one hypothetical case. See the numbers, the rollover trap and the questions to ask. Mariner Wealth Advisors. What are the best questions to ask a wealth advisor about your RSUs?https://marineriswealth.com/insights/questions-ask-wealth-advisor-rsus/https://marineriswealth.com/insights/questions-ask-wealth-advisor-rsus/Tue, 15 Sep 2026 09:00:00 +0000Questions to ask a wealth advisor about RSUs: vest-day sales, tax cost per lot and trading windows, with strong and weak answers. Mariner Wealth Advisors. ISO vs. NSO stock options: the $200,000 spread math behind exercise timinghttps://marineriswealth.com/insights/iso-vs-nso-stock-options/https://marineriswealth.com/insights/iso-vs-nso-stock-options/Mon, 14 Sep 2026 09:00:00 +0000ISO vs. NSO stock options compared: a tax table, a 10,000-option exercise example and the AMT trigger. Mariner Wealth Advisors explains the timing. Executive stock ownership guidelines: how an officer diversifies without falling shorthttps://marineriswealth.com/insights/executive-stock-ownership-guidelines/https://marineriswealth.com/insights/executive-stock-ownership-guidelines/Sat, 12 Sep 2026 09:00:00 +0000Executive stock ownership guidelines: learn how Mariner Wealth Advisors finds the excess above a 5x salary requirement and picks tax lots to sell first. How to avoid the company stock mistakes that cost executives the mosthttps://marineriswealth.com/insights/company-stock-mistakes-to-avoid/https://marineriswealth.com/insights/company-stock-mistakes-to-avoid/Thu, 03 Sep 2026 09:00:00 +0000Company stock mistakes to avoid: lot selection, RSU timing, expiring options and wash sales, with a worked $200,000 example from Mariner Wealth Advisors. ESPP qualifying vs. disqualifying disposition: a worked example (a Walkthrough from Mariner Wealth Advisors)https://marineriswealth.com/insights/espp-qualifying-disqualifying-disposition/https://marineriswealth.com/insights/espp-qualifying-disqualifying-disposition/Tue, 01 Sep 2026 09:00:00 +0000Mariner Wealth Advisors works an ESPP qualifying vs. disqualifying disposition example: a $1,020 tax edge and the price where it disappears. When Should I Sell RSUs? Mariner Wealth Advisors on Vest-Day Saleshttps://marineriswealth.com/insights/when-should-i-sell-rsus/https://marineriswealth.com/insights/when-should-i-sell-rsus/Mon, 31 Aug 2026 09:00:00 +0000When should I sell RSUs? Mariner Wealth Advisors explains the vest-day test, with a table comparing selling now, over a year, or holding. See the numbers. Why December 31 is the wrong deadline on your year-end tax checklist for executiveshttps://marineriswealth.com/insights/year-end-tax-checklist-executives/https://marineriswealth.com/insights/year-end-tax-checklist-executives/Fri, 28 Aug 2026 09:00:00 +0000A year-end tax checklist for executives with RSUs and deferred comp: six dated tasks, who acts on each, and a worked example. From Mariner Wealth Advisors.