Video included! Restricted stock units (RSUs) are the most popular alternative to stock options, but they work very differently. Also, while grants of restricted stock and grants of RSUs are somewhat similar, they too differ in key ways, so it is important to understand RSUs in their own right. This article series explains the basic facts of RSUs, including vesting and tax treatment, that you must know to make the most of an RSU grant.
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.
Getting a grant of restricted stock or restricted stock units (RSUs) is a reason to celebrate. But now comes the tricky part: financial and tax planning. In this article, three financial advisors with special expertise in this area provide practical guidance and insights.
Stock comp in private companies can be a financial rocket, but with rocketry comes rocket science. It's surprisingly complex. This article presents key points to know from financial advisors with expertise in financial and tax planning for equity comp in private companies.
Podcast and video included! Employee stock purchase plans are a great deal. 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 lucrative stock options and couldn't stop talking about them (annoying George). Options remain popular. This article compares the two types and how they work.
Video included! For private company employees with stock options, RSUs, and shares in the company, an initial public offering (IPO) presents unique planning circumstances. We asked financial advisors for their insights. Read their responses in their own words.
Video included! Whether it is expected or not, job loss is an upheaval that gives you a lot to think about. However, as you clear off your desk, don't forget your stock compensation. Know the post-termination rules of your stock grants.
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