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.
Could President Biden's proposed tax changes impact the piggy banks of employees with stock comp and company shares? Yes, depending on income. Some of the proposed tax hikes, such as an increase in the top capital gains rate, may require you to adjust your financial and tax planning ahead of time.
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.
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.
Employee stock options are complex. It's easy to make costly mistakes. But with the right moves, options can create significant wealth. In this article, three stock option gurus present wisdom for your contemplation.
Podcast included! Participating in an employee stock purchase plan can be very rewarding. Understand the key dates and terms you must know to make the most of yours.
To paraphrase Donna Summer, you worked hard for the money, so you better treat it right. For employees with stock comp and company shares, an IPO presents unique financial-planning circumstances. We asked seasoned financial advisors for their insights. Read their responses in their own words.
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