Stock Options 101: The Essentials
Your company has granted you stock options. Now what? This article explains the essential facts that you must know to understand your stock options and make the most of them.
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Restricted Stock & RSUs: What You Must Know To Avoid Tax-Return Mistakes
The 2015 tax season has the potential to be more confusing than most if you sold stock in 2014. This article explains common errors to avoid when reporting stock sales on your tax return and provides helpful guidance on various other tax topics involving restricted stock and restricted stock units.
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Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
An employee stock purchase plan can be a great benefit, but the rules and taxation are tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP. Part 1 covers enrollment, plan types, and offering/purchase periods.
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Your Company Stock: The Importance Of Diversification
Through the author's personal example, this article presents the dangers of a concentrated stock position, discusses why diversification may be hard for employees with shares from equity compensation, and explores strategies for preserving your net worth.
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