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.
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 boom markets and downturns. Common mistakes arise in nine different situations, including termination, mergers, financial planning, term expiration, and life events.
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 and company stock now or wait until new rates apply? Part 1 looks at nonqualified stock options and restricted stock.
myStockOptions.com Editorial Team
NEW! The downturn in the stock markets, combined with the likelihood of tax-rate changes ahead under President Obama, affects planning for your company stock and grants. We asked financial advisors around the United States for their ideas on planning as the downturn plays out. Read their responses in their own words.
Stanley Trotta with Robert Gordon
NEW! President Obama's proposals will probably raise taxes after 2010. Should you take action with stock options and company stock now or wait until new rates apply? Part 2 looks at incentive stock options.
Beth Walker
Avoid the errors that many people have made, including mistakes that stem from major life events and taxes.
Tim Kochis
Once your stock options vest, you need a strategy to maximize their wealth-building value. But no single strategy fits everyone. This article discusses various approaches to planning your option exercises.
Tim Kochis
Part 1 looked at the basic exercise strategy for optionholders but underlined several exceptions to the rule. This article considers reasons and strategies for diversifying away from a concentrated position in your company's stock.
W.E.B. Bantling
Market declines rattle even the most experienced stock option veterans (and their advisors). If you are less than fully prepared to cope with the emotional toll caused by an uncertain market, consider these 10 topics.
Return to top of page
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...
Yes, but whether it applies to you depends on your income and net worth. Effective from June 17, 2008, the Heroes Earning Assistance and Relief Tax Act of 2008 (HEART), which mostly gives benefits to members of the armed forces, includes a modification to the US exit tax (IRC Section 877A). If they meet certain conditions, US citizens...
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...
No. Until you exercise a stock option, you do not have the rights of a...
To receive a dividend you must own a stock on the record date, so you want to be aware of the ex-dividend date. Also consider...
Dividends that are earned on restricted stock are considered compensation income, which is reported on your W-2. The dividends can be "qualified dividends" and thus taxed at a lower rate when...
Although normally you cannot transfer them until vesting, shares of restricted stock are issued to you and are outstanding in your name from the time of grant. Most stock plans...
When a company pays dividends on outstanding shares of stock, it can choose...
There's no requirement for which vested options you must exercise first. The decision of which options to exercise first is part of your...
Return to top of page
Advisors, Have You Heard About MSO Pro?
CFP® Credit
