FEATURED ARTICLE

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

By the myStockOptions.com Editorial Team & Contributors

Podcast included! After tax reform, financial planning at year-end 2018 is more important than ever. 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 trigger higher tax rates. 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!

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Q: I've received stock options before, but now I'm being granted restricted stock units (RSUs). What are RSUs and how do they work?
A: RSUs are a form of stock compensation that needs to vest. You do not pay for the RSUs or the stock you get. This is a big difference from stock options...
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