If you have stock options, then you can access an asset that provides you with a choice. Very literally, a stock option is an option; it’s a form of compensation that gives you the right (but not the obligation) to buy shares of company stock at a set price. Acting […]
Articles
4 Factors to Consider Before Participating in Your ESPP
A good employee stock purchase plan (ESPP) is something that many consider being a no-brainer when it comes to deciding if you should take advantage or not. Contributing to an ESPP is often accomplished through convenient payroll deductions, and many participants benefit from features like lookback provisions or discounts to […]
8 Key Terms to Know About Your Employee Stock Purchase Plan
Employee stock purchase plans (ESPP) are a convenient way to purchase company stock. In an ESPP’s simplest form, employees contribute money directly from their paychecks into an employer-offered plan. At set intervals established by the company, money contributed is used to purchase shares of stock. Those shares are then deposited […]
Have Equity Compensation? Here Are 8 Steps To Take in the New Year
A new year can be an opportune time to review your equity compensation package. Not only does this give you a clean slate to work with, but it also affords you the most time to plan and implement your strategy for the fresh calendar year ahead. When it comes to […]
How to Determine the Right Time to Sell Restricted Stock Units (and Why Selling Immediately Might Make Sense)
Restricted stock units are often offered as part of a compensation package to attract and retain key employees They are restricted in that certain requirements must be met before the employee can obtain full ownership rights to the value of the units. Receiving your RSUs is usually contingent on staying […]
How to Use Alternative Minimum Tax Balancing to Manage Incentive Stock Option Cash Flow
If you have employee stock options, you need to determine what kind you have: incentive stock options (ISO) or non-qualified stock options (NQSO). The differences go far beyond their names. ISOs may provide tax advantages for you, assuming you meet certain requirements. For this reason, many people prefer incentive stock […]
