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Featured Article

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

By The myStockOptions.com Editorial Team & Contributors

Understand the core concepts of year-end tax planning for stock options, restricted stock/RSUs, and company stock. Among other issues, you need to weigh the impact of current tax rates against expected tax reforms.

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ARTICLES ON...

Stomach Volatility In Your Company's Stock Without Losing Your Mind
By Joanna Glasner, Matt Simon, and Bruce Brumberg

Don't feel anxious or discouraged about stock-price volatility. As the experts will tell you, equity compensation is a tool for building wealth over the long term.

MORE ON CORE CONCEPTS
Restricted Stock Units Made Simple (Part 1): Understanding The Core Concepts
By The myStockOptions Editorial Team

Restricted stock units (RSUs) are the most popular alternative to stock options. This article explains RSUs and what you need to know about them.

MORE ON RESTRICTED STOCK & RSUs
Six ESPP Essentials (Part 1): Enrollment, Plan Type, Purchase Timing
By The myStockOptions Editorial Team

An employee stock purchase plan can be a great benefit, but the rules and taxation are tricky. This two-part article presents six topics you must be familiar with to get the most from your ESPP.

MORE ON EMPLOYEE STOCK PURCHASE PLANS
Top Ideas For Year-End Tax Planning With Stock Compensation (Part 1)
By The myStockOptions.com Editorial Team & Contributors

Understand the core concepts of year-end tax planning for stock options, restricted stock/RSUs, and company stock. Among other issues, you need to weigh the impact of current tax rates against expected tax reforms.

MORE ON FINANCIAL PLANNING
Retirement Planning With Stock Options And RSUs (Part 1: Pre-Retirement)
By Carol Cantrell

Stock compensation can help you save for retirement. Understand the issues and explore strategies that can help your retirement funding.

MORE ON LIFE EVENTS
The Alternative Minimum Tax Sweet Spot: Planning Opportunities
By Tom Davison and William Whitaker

If you must pay the alternative minimum tax (AMT), the best move may be to increase income and pay even more AMT! Find out why by reading this surprising analysis.

MORE ON ALTERNATIVE MINIMUM TAX
The Equity Compensation Planning Dilemma For Corporate Executives
By Geoffrey M. Zimmerman, CFP®

Podcast included! Executives must carefully balance the demands of many constituencies interested in their company's stock. Explores ways to manage these pressures while achieving financial goals.

MORE ON HIGH NET WORTH
My Company Is Being Acquired: What Happens To My Stock Options? (Part 1)
By Richard Lintermans

The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.

MORE ON MERGERS & ACQUISITIONS
 
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