es: ESPPs (Employee Stock Purchase Plans)

Articles

Are You Taking Full Advantage Of Your Company's Employee Stock Purchase Plan?

Sandra Sussman
Many employees don't take advantage of their companies' employee stock purchase plans (ESPPs). I want to give you a better appreciation of why ESPPs are a good deal.

How To Diversify Your Company Stock Holdings While Leveraging The Wealth In Your Stock Options

Tom Davison
Once you have settled on a comfortable ownership percentage of company stock in your combined holdings, how do you decide which shares and options to hold and which to sell?

Stockbrokers' Secrets (Part 5): What I Tell My Best Clients About Company Stock Diversification

W.E.B. Bantling, with Bruce Brumberg
The biggest challenge I face when counseling my clients is convincing them to avoid owning too much of their company's stock. Tales about employees of Lehman Brothers or Enron who lost their entire net worth have shaken these clients to attention.

Stock Option Fundamentals (Part 6): Exercise Methods

Marilyn Renninger
Exercising stock options is like playing a hand of cards: if your plays are strategic, you'll probably "know when to hold them and when to fold them." But, as always, rules and regulations apply to what you can do.

Avoid Tax Return Mistakes With Stock Options & ESPPs: What You Need To Know In 2012

Bruce Brumberg and Lynnette Khalfani
UPDATED! This tax return season has the potential to be more confusing than most if you sold stock last year. You must now file the new IRS Form 8949 along with the revised Schedule D. This change stems from the expansion of the information that brokers must report to you on IRS Form 1099-B. Read this article for tips on these and other crucial tax return topics.

A Financial Advisor's View Of Your Stock Plans

William Baldwin
Rather than providing you with a guarantee, today's benefit plans offer only an opportunity to attain financial security. The decisions you must make will turn some of you into financial winners.

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