Strategies
Before you participate in your company's employee stock purchase plan (ESPP), understand the following essential points for financial planning with ESPPs...
Strategies
There is no universal planning strategy for nonqualified stock options (NQSOs). It is important for your option strategy to be tailored to your personal goals. With that said, we present some general advice from experts...
Diversification
A concentrated stock position occurs when a significant chunk of your net worth is tied up in a single stock. Strategies for hedging, diversification, and liquidity include...
Strategies
Retirement savings can be significantly boosted by equity compensation. When factoring stock options, restricted stock/RSUs, or ESPPs into your retirement planning, you should know the answers to the questions in this FAQ's checklist...
Advanced Strategies
For restricted stock, you can make what the tax code calls a Section 83(b) election to be taxed immediately at grant instead of later at vesting, when your stock price, and thus your tax rate, may be much higher. However, before you make your decision, realize that...
Diversification
Diversification is a sound practice in building and preserving personal wealth. If, along with stock options, you also own your company stock outright, settle on a comfortable ownership percentage...
Advanced Strategies
This is a difficult question that only you can really answer, as your exercise timing depends on a number of personal factors unique to you...
High Net Worth
While you should seek advice about your situation from an experienced financial and tax advisor, strategies include the approaches discussed here and conveniently summarized in two tables...
This is simply a selection of the many FAQs in this section.
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