FEATURED ARTICLE

12 Ideas For 2019 Year-End Planning With Stock Compensation (Part 1)

By myStockOptions.com Editorial Team & Contributors

Podcast included! Year-end is a key time for financial and tax planning with stock compensation and holdings of company shares. When you are evaluating whether to exercise stock options or sell shares from vested restricted stock/RSUs or an ESPP, you want to consider the thresholds that may trigger higher tax rates for you either this year or next. This article provides guidance and ideas for year-end planning with equity compensation and company stock holdings.

The time for year-end financial and tax planning is running out!

Understand the important year-end planning issues and make the right decisions about your equity compensation with our in-depth content before the year is out!
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Q: I'm planning to exercise my nonqualified stock options soon, and I have an upcoming vesting of restricted stock units. Will my Form W-4 rate be used for the tax withholding?
A: IRS Form W-4 determines how much federal withholding tax will be deducted from your paycheck, at least from your salary. You completed it when you were hired. You want to submit a new Form W-4 whenever your personal or financial situation changes. Generally, when a company withholds federal income tax on supplemental wage payments from stock compensation, it can choose...
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