If you are on the receiving end of an equity compensation award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might also feel uncertain about how new equity grants and vesting schedules should fit into your existing financial plan. To begin, […]
What Is Cost Basis on Stocks, and Why Is It Important for Equity Compensation?
If you have equity compensation, you may wonder how the value of the shares you hold may influence your tax bill — or how vesting, exercising, and selling your shares may impact the value of your award. The type of equity compensation matters when looking at these questions. When you […]
How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?
Equity compensation and employee stock benefits can be a great tool for employers to attract and retain key talent. These benefits can be equally attractive for employees, because they fast-track your ability to grow wealth if the company’s stock price rises when you can hold and sell shares. But that’s […]
How to Determine When to Take Action on Your Public Company Equity Compensation Benefits
If you have equity compensation as part of your benefits package, you’ve likely spent time considering when it might be best to take action and maximize the value of these potential assets. Deciding the right time to take action is complicated by several factors, including your personal goals and objectives, […]
How to Evaluate an ESPP from a Recent IPO Company
Access to an employee stock purchase plan that offers a lookback provision and a discount is often a great benefit for employees. If you can afford to contribute, these two features may allow you to benefit from an increasing stock price while potentially receiving downside protection (assuming you sell your […]
How to Think About Your Equity Compensation as You Near Retirement
As your retirement date gets closer, it’s important to remain proactive about your financial plan. A retirement plan can help you understand what assets you have available for retirement, where your income will come from, what expenses you may incur, and how all the pieces of your plan fit together […]