Financial Literacy With Stock Options, RSUs, And ESPPs: 7 Key Lessons

By myStockOptions Editorial Team

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.

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Basics: Core Concepts

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Basics: Core Concepts

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Basics: Volatility

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Compensation expert Richard Friedman explains why restricted stock and restricted stock units are valuable equity awards.

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CFP Alan Ungar explains the ways in which taxes can affect decisions about when to exercise stock options, when to sell company shares, and how to plan for income from restricted stock/RSU vesting.

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"Your site has proved an invaluable tool, especially around tax time. Thanks for providing such an important resource to both equity compensation professionals and stock plan participants. It makes my job a lot easier!"
Maria Sirigos
Treasury Analyst & Stock Admin, Mercury Computer Systems
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