Michael Beriss
Managing your stock options is one of the most complex financial challenges you will face. These 10 rules will help you get the most out of your company's stock plan.
Stanley Trotta with Robert Gordon
For now, it appears we have dodged a tax-increase bullet. However, President Obama's proposals will probably raise taxes after 2010. Should you take action with stock options now or wait until new rates apply? Part 1 looks at nonqualified stock options.
Stanley Trotta with Robert Gordon
President Obama's tax proposals seem likely to raise rates after 2010. Should you take action with stock compensation now or wait until new rates apply? Part 2 looks at restricted stock and restricted stock units.
Stanley Trotta with Robert Gordon
President Obama's proposals will probably raise taxes after 2010. Should you take action with stock options now or wait until new rates apply? Part 3 looks at incentive stock options.
Chris Murphy
NEW! Although stock prices have risen from record lows, many employee stock options remain underwater. However, this is an opportune time to benefit from the current environment. This article presents a range of ideas to consider: buying stock now to swap later, exercising and holding ISOs, or making a Section 83(b) election for restricted stock.
Tom Davison
NEW! Your option grant terms and the behavior of your company's stock price are only part of your financial-planning story in volatile markets. Equally important is the price movement of what you will buy with the proceeds from an option exercise and stock sale. As this article explains, relative changes in price, not absolute changes, are what matter.
Beth Walker
Avoid the mistakes others made during prior ups and downs in the stock markets. Common mistakes arise in nine different situations, including termination, mergers, financial planning, term expiration, and life events.
Beth Walker
Avoid the errors that many people have made, including mistakes that stem from major life events and taxes.
Professor Steven Huddart
It is tempting to exercise and sell your stock options when your company's stock price hits new highs or becomes worryingly volatile. However, this decision may not be in your best long-term financial interest. This article exames the psychological factors that can, along with economic motives, influence your stock option choices.
Michael Beriss
The stock markets will one day rise again. When they do, question the urge to exercise your options for quick profits as soon as possible: exercising too early can be a big mistake.
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There's no requirement for which vested options you must exercise first. The decision of which options to exercise first is part of your...
At least for senior executives, you can find useful information. You can either go to the...
At some companies, international assignments are often accompanied by what is commonly called an equalization package. To give you an incentive to accept the international assignment, the company agrees to...
In theory, when a company pays a dividend, particularly a large special dividend, its stock value declines by...
Qualified dividends do receive special tax treatment when they are part of your net capital gain. The amount of AMT is capped by the...
For restricted stock, you can make what the tax code calls a Section 83(b) election to be taxed immediately at grant instead of later at vesting, when your stock price, and thus your tax rate, may be much higher. However, before you make your decision, realize that...
Perhaps, depending on the structure of the plan. The IRS wants to know about foreign accounts of US taxpayers to be sure taxes are paid on any earnings. Any "US person" with a financial interest...
This depends on your financial situation, on whether your decisions should be entirely tax-driven, on what you did earlier in the year, on your outlook for your company's stock price, and on the prospects for changes in tax law during the year ahead. Below we present 10 ideas...
No. Until you exercise a stock option, you do not have the rights of a...
A concentrated stock position occurs when a significant chunk of your net worth is tied up in a single stock. Strategies for hedging, diversification, and liquidity include...
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