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.
Stock options, restricted stock units, and other types of equity compensation are valuable benefits. However, when the company's stock price becomes a rollercoaster, remember that equity compensation is a long-term deal. This article offers expert advice for coping with stock-price volatility.
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 (provoking George's resentment, of course). Options remain a major form of employee equity. This article compares the two types and how they work.
Podcast included! Receiving a grant of restricted stock or restricted stock units (RSUs) from your company is a reason to celebrate. This article explains why these...
Podcast included! An employee stock purchase plan is a great benefit. Don't let the opportunity flutter away. Learn the key...
You have been paying Social Security taxes your entire working life. As you near retirement age, there are planning ideas with stock compensation you should know about as you make decisions on Social Security benefits. This article provides core knowledge to inform those decisions.
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