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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) are the most popular alternative to stock options. This article explains RSUs and what you need to know about them.

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ARTICLES ON...

NEW! 10 Ways Stock Compensation Can Make You Happier
By Bruce Brumberg

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.

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

Restricted stock units (RSUs) are the most popular alternative to stock options. This article explains RSUs and what you need to know about 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.

MORE ON EMPLOYEE STOCK PURCHASE PLANS
Restricted Stock & Stock Options: Financial Planning After Your Tax Return Is Filed (Part 1)
By Tom Davison and Liam Hurley

The time right after you have completed your tax return is ideal for big-picture financial planning. You can more accurately project your income and likely tax situation for this year and the next to develop your strategy. This article series discusses factors to consider in your income and tax projection, along with planning ideas.

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

Stock compensation can help you save for retirement. Understand the issues and explore strategies that can help your retirement funding.

MORE ON LIFE EVENTS
Job Loss And Your Stock Grants (Part 1): Options, Restricted Stock, And ESPPs
By Matt Simon

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.

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

Podcast included! Executives must carefully balance the demands of many constituencies interested in their company's stock. Explores ways to manage these pressures while achieving financial goals.

MORE ON HIGH NET WORTH
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.

MORE ON MERGERS & ACQUISITIONS
 
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