Affiliate Disclosure & Disclaimer
Affiliate disclosure (the FTC part)
Some links on EquityStack are affiliate links. That means if you click one and then sign up for an account, open a product, or make a purchase, the company on the other end may pay this site a commission.
- It costs you nothing extra. The product price and account terms are exactly the same whether you use our link or go directly.
- Affiliate revenue is what keeps this site free to read and funds new guides.
- Affiliate relationships do not determine what gets covered or recommended. If a product isn't worth using, it doesn't get a link — commission or no commission.
- Where a specific recommendation involves an affiliate relationship, it's disclosed near the link as well as here.
This disclosure exists to comply with the Federal Trade Commission's guidelines on endorsements and testimonials (16 CFR Part 255). In plain English: we're telling you we might get paid, so you can weigh that however you like.
Educational content only (the "not advice" part)
Everything on EquityStack — articles, examples, tables, walkthroughs — is educational content only. It is not financial advice, tax advice, investment advice, or legal advice, and it is not a recommendation to take any specific action with your money.
- Tax law is individual and jurisdiction-specific. Examples use simplified numbers; your situation will differ.
- Retirement-plan rules vary by employer and plan document. Confirm specifics with your plan administrator.
- Rates, limits, and program terms change. Figures are current as of the article's "updated" date — verify before acting.
Before making decisions about equity compensation, taxes, or investments, consult a licensed professional (a CPA or tax advisor for tax questions, a fiduciary financial advisor for planning questions) who knows your full situation.
No guarantees
We make no guarantees about accuracy, completeness, or outcomes. Financial decisions carry risk, including the risk of loss and the risk of unexpected tax consequences. You're responsible for your own decisions — this site just tries to make you better informed before you make them.
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Questions about this disclosure? Corrections to an article? The site is run by an anonymous author (see the about page for why). Corrections are welcome and will be noted on the article.