Dividends can meaningfully add to the value of your equity awards and company-stock ownership. This article series looks at the effects of dividends on your planning for stock options and restricted stock. Part 1 explains basic dividend rules.
Dividends can meaningfully add to the value of owning company shares. This article series presents the effect that dividends have on financial planning for stock grants. Part 2 looks at dividend strategy.
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When your stock options vest, you need a strategy to make the most of their wealth-building value. However, no single strategy fits everyone. This article discusses various approaches to planning your option exercises.
This extensive IRS guide covers many topics related to reporting income and expenses from investments, including dividends (Chapter 1), capital gains (Chapter 4), and interest on loans (Chapter 3).