Compensation Planner
Compensation Planner for employee equity and tax-aware payout decisions
Model how salary, equity grants, and exercise decisions affect taxes and cash needs.
Compensation Planner is for multi-input compensation questions where AMT, exercise timing, taxes, and cash needs interact.
What you can model
- Employee-equity planning with tax consequences.
- Comparing exercise and sale choices under different assumptions.
- AMT and cash needs across compensation components.
When to use this tool
Use Compensation Planner when AMT is one part of a broader question. That question covers grant types, exercise timing, cash needs, and tax consequences across multiple compensation components.
What assumptions deserve attention
- Grant type and spread assumptions.
- Expected future income or liquidity needs.
- Whether the question is exercise timing, tax impact, or long-range planning.
Related tools
- AMT Calculator for ISO-specific threshold work.
- 401(k): Pre-tax vs Roth for retirement-tax allocation decisions.
- Tax docs for brackets and filing status.
FAQ
- Is Compensation Planner just a wrapper around the AMT tool?
- No. AMT is one important subproblem. Compensation Planner is broader and is meant for multi-variable employee-equity planning questions.