Companies use stock options as a form of equity compensation to supplement employees’ salaries — and if you’ve been awarded options, you’re essentially being given a chance to take an ownership stake in the company you work for. Stock options are not only an acknowledgement of the contributions you Read more…
The Different Types of Equity Compensation You Need to Know
When employees find out they're getting equity compensation from their employer, their first reaction is typically, "Great!" Their second reaction is often, "How does this work?" Both reactions are understandable. In most cases, equity compensation is a net win for employees. It rewards you for a Read more…
Top Questions to Ask About Your Restricted Stock Units Grant
You’ve just been granted restricted stock units (RSUs). Congratulations! You’re likely here because you’re curious to know what questions you should ask your employer or your financial advisor about this unique income stream to avoid unexpected surprises in the form of an outsized tax bill or Read more…
The Most Common RSU Mistakes — And How to Avoid Them
Restricted Stock Units (RSUs) can be a powerful incentive and useful tool for building wealth, but they aren’t as simple as purchasing shares on the market. If managed improperly, RSUs can lead to surprise tax bills, underpayment penalties, overconcentration in company stock, and even legal Read more…
How Are Restricted Stock Units Taxed? Vesting, Withholding, and Selling Explained
As the saying goes, there’s no such thing as a free lunch. Read more…
The Best Strategies for Selling Company Stock
Company stock options are an exciting perk. Selling those options is another story. Read more…
Net Unrealized Appreciation (NUA) Transfers of Company Stock from a 401(k): The Tax Benefits and How to Do It Right
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…
