Few financial endeavors for employees are more complex than making the most of stock options, restricted stock, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). These valuable forms of stock compensation can make a big difference in your life, but they can also be tricky. Pitfalls await the unwary. This article presents seven lessons to sharpen your acumen.
Restricted stock units (RSUs) are now the most commonly granted type of equity award. This article presents what you need to know about RSUs and includes a video on key aspects of both RSUs and their sibling restricted stock.
Stock comp is complex: make no mistake about it. That's easier said than done, however. It's all too easy to make costly mistakes with stock options or restricted stock/RSUs and the related taxes. In this article, experts in stock comp financial planning explain five blunders and how to avoid them.
Laid off? Worried about layoffs? Remember any vested stock options or RSUs you have. You earned them, and it would be a shame to miss out on some extra income as you go. In this article, advisors explain ways to protect your equity comp in job loss.
When you have or work with stock comp, you are plunged into a confusing jumble of acronyms, initialisms, and jargon. Do you know NQSOs from ISOs? AMT from FICA or NIIT? What's your PTEP if you lose your job? Do you know MNPI? What’s the deal with RSUs, PSUs, ESPPs, and SARs? Here's a fun guide.
Employee stock purchase plans (ESPPs) are a great deal. In fact, your ESPP may be one of the best benefits your company offers. Understand the key dates and terms you must know to make the most of your company's ESPP.
Videos included! Stock options rose to fame in the 1990s. Even on the TV sitcom Seinfeld, Elaine got stock options and wouldn't shut up about them (annoying the heck out of George). Options remain popular. This article explains the two types and how they work.
When markets are on a wild ride, stock volatility can rattle anyone's financial plan for equity comp and company shares. What should you do with shares acquired from equity awards now? Should you change your strategy or ride it out? This article provides a financial planner's insights.
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