As a high-earning top performer in your company, managing your compensation wisely is essential for maximizing your benefits, especially when that comes in the form of stock options or other types of equity compensation. Read more…
ESPP Shares: To Sell or Not to Sell?
Participating in your employee stock purchase plan (ESPP) can be a great way to supplement cash flow, fund short-term goals, and invest for the future at an advantage. Read more…
When and How to Sell Restricted Stock Units (RSUs)
Your restricted stock units (RSUs) are vesting or, at least, nearing their vesting date. This is exciting — but now what? Selling any kind of asset can be stressful. Naturally, you want to make the right decision to realize as much value as possible and avoid missteps that can subject you to Read more…
How Much Money Should You Contribute to a Deferred Compensation Plan?
Contributing to tax-advantaged accounts like 401(k)s and IRAs is one of the most effective ways to build a substantial nest egg that will allow you to live comfortably in retirement. Read more…
What Are Restricted Stock Units (RSUs) and How Do They Work?
Employers grant restricted stock units (RSUs) for various reasons: outstanding performance, tenure, company milestones, or simply as a token of appreciation to drive employee retention, but often there is minimal guidance on what these are or how to build them into your financial plan to maximize Read more…
Deferred Compensation: What It Is and How It Compares to a 401K
Saving enough for a comfortable retirement in a way that is tax-advantaged can require getting creative at times. Numerous options exist for stashing your discretionary money in a retirement account, but not all options are created equal, nor are they taxed the same. An often-overlooked option, Read more…
Synthetic Equity Explained: Your Guide to Understanding This Type of Deferred Compensation
Synthetic equity. Phantom stock. Stealth securities. Read more…
How Much Money Should You Contribute To Your ESPP?
Employee stock purchase plans are a great benefit that many companies offer to help employees invest in the future of the company and make more money. When managed properly with tax implications in mind, your ESPP shares can be turned into rocket fuel for your financial goals. Read more…
The Untold Advantages of Your Employee Stock Purchase Plan (ESPP)
Congratulations! Your employer has an Employee Stock Purchase Plan (ESPP)! It’s easy to know what to make of excellent healthcare or an annual bonus, but it’s harder to wrap your head around how to participate in a well-managed ESPP. Should you participate? How much should you contribute? Is it Read more…
Tax Planning for Equity Compensation
Equity compensation comes in several forms, including stock options, restricted stock units and employee stock purchase plans (ESPP). Each type of equity grant gives employees a stake in their employer’s financial success and a chance to boost their income. Read more…
