How To Avoid The Most Common Stock Option Mistakes (Part 1)
Avoid the mistakes others made during prior ups and downs in the stock markets. Common errors arise in nine different situations, including job termination, mergers, financial planning, term expiration, and various life events.
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Restricted Stock 101: Five Essentials Of Restricted Stock & RSUs
While restricted stock and RSUs are relatively straightforward, they have technical aspects you must understand to make the most of them. Learn the essential facts of restricted stock and RSUs, including basic concepts, vesting schedules, and tax treatment.
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Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
Your company's employee stock purchase plan (ESPP) can be a strong financial benefit. However, the rules and taxation can be tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP participation. Part 1 covers enrollment, plan types, and offering/purchase periods.
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How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)
Diversification and cash-flow needs may prompt you to sell company stock regularly. Yet SEC rules, company insider-trading policies, and fears of insider-trading allegations may make stock sales tricky. Rule 10b5-1 trading plans offer a potential solution, but they must be properly drafted and implemented.
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