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Featured Article

Restricted Stock Units Made Simple (Part 1): Understanding The Core Concepts

By The myStockOptions Editorial Team

Restricted stock units (RSUs) have become the most popular alternative to stock options. This article explains what you need to know about RSUs to make the most of them.

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ARTICLES ON...

Stomach Volatility In Your Company's Stock Without Losing Your Mind
By Joanna Glasner, Matt Simon, and Bruce Brumberg

Don't feel anxious or discouraged about stock-price volatility. As the experts will tell you, equity compensation is a tool for building wealth over the long term.

MORE ON CORE CONCEPTS
Restricted Stock Units Made Simple (Part 1): Understanding The Core Concepts
By The myStockOptions Editorial Team

Restricted stock units (RSUs) have become the most popular alternative to stock options. This article explains what you need to know about RSUs to make the most of them.

MORE ON RESTRICTED STOCK & RSUs
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By The myStockOptions Editorial Team

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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NEW! Ten Financial-Planning Rules You Should Know About Restricted Stock And RSUs
By myStockOptions.com Editorial Team

While grants of restricted stock and RSUs are conceptually simple, financial planning for them can be complex. This article presents the essential financial-planning points that you should consider before your restricted stock or RSU grant vests.

MORE ON FINANCIAL PLANNING
Retirement Planning With Stock Options, Restricted Stock, And Other Stock Compensation (Part 1: Pre-Retirement Planning)
By Carol Cantrell

Stock compensation is important for retirement planning. Understand the issues and explore strategies, whether you are planning for retirement, are nearing retirement, or have retired already.

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The Alternative Minimum Tax Sweet Spot: Planning Opportunities
By Tom Davison and William Whitaker

"My income is around half a million dollars, and I'm paying the alternative minimum tax. It's annoying, and I feel trapped. Now what?" Surprisingly, the best move may be to increase income, and pay even more alternative minimum tax! Find out why by reading this intriguing article.

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The Equity Compensation Planning Dilemma For Corporate Executives
By Geoffrey M. Zimmerman, CFP®

Podcast included! Executives, as corporate insiders, must perform a delicate balancing act to meet the needs, demands, and perceptions of the various constituencies interested in their company's stock. This article looks at these concerns and explores ways to manage them that can improve the chances of achieving financial goals.

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My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
By Richard Lintermans

The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.

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