Financial Planning: Year-End Planning

12 Ideas For Year-End Planning With Stock Compensation (Part 1) This is premium content

the Editorial Team & Contributors
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.
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