The end of the year presents opportunities for financial and tax planning. This article provides an engaging introduction to the key concepts of year-end planning for stock options, restricted stock/RSUs, and holdings of company shares. Among other issues, year-end planning should weigh current tax rates against the prospects for tax changes in the year ahead.
As part of your year-end and year-beginning tax planning, don't forget to review your holdings in restricted stock, restricted stock units (RSUs), and performance shares. This article presents strategies that many experts suggest.
Stock compensation, if fully appreciated and understood, can improve happiness. Based on the author's own observations, the 10 points in this article show how.
Restricted stock units (RSUs) are the most popular alternative to stock options, but they work very differently. This article series explains the basic facts of RSUs, including vesting and tax treatment, that you must know to make the most of an RSU grant.
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.
Whether it is expected or not, job loss is an upheaval that gives you a lot to think about. However, as you clear off your desk, don't forget your stock compensation. Know the post-termination rules of your stock grants.
Your employee stock purchase plan (ESPP) may be one of the best benefits your company offers. However, to maximize its value, you must know its key dates and terms. This article explains the basics you need to know for your ESPP participation.
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