Year-end is a key time for financial and tax planning with stock comp and company shares. Multi-year planning is especially valuable with equity compensation, as you can control the timing of stock sales and option exercises, and you know when restricted stock or RSUs will vest. This article presents actionable ideas to consider. They include looking at the income thresholds that may trigger higher tax rates for option exercises or sales of vested stock.
Stock options, restricted stock units, and other types of equity compensation are valuable benefits. When the company's stock price becomes a rollercoaster, remember that equity comp is a long-term deal. This article offers expert advice for coping with stock-price volatility.
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.
When markets are on a wild ride, stock volatility can rattle anyone's financial plan for equity comp and company shares. What should you do with shares acquired from equity awards now? Should you change your strategy or ride it out? This article provides a financial planner's insights.
Stock-price drops can stress out even the most experienced holders of stock comp (and their advisors). Sooner or later, volatility may force decisions that affect your financial future and long-term wealth. In this article, the author discusses topics that come up again and again with clients.
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.
RSUs are the most popular alternative to stock options, but they work differently. Also, while grants of restricted stock and grants of RSUs are similar, they too differ in key ways, so it is important to understand RSUs in their own right. This article series explains what you need to know.
Employee stock purchase plans (ESPPs) are a great deal. In fact, your ESPP may be one of the best benefits your company offers. 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 stock options and wouldn't shut up about them (annoying the heck out of George). Options remain popular. This article explains the two types and how they work.
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