Key points Introduction When it comes to planning for retirement, there are a lot of important factors to consider. You need to think about how much money you’ll need to have saved when you want to retire, how to plan for Medicare, when to take Social Security, and know what kind of lifestyle you want to maintain […]
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How Incentive Stock Options Work for Google Employees
How Incentive Stock Options Work for Google Employees
Disclosure: while we may have experience working with employees of Google, in no way are we affiliated with these organizations nor are we endorsed as preferred partners. Including these logos doesn’t prove any level of skill at all; only that our experts have worked with professionals from these organizations and have experience with their employee […]
5 Things You Must Know About Incentive Stock Options Before Buying or Selling Them
5 Things You Must Know About Incentive Stock Options Before Buying or Selling Them
Key Points Options are contracts that give investors the right to buy or sell shares at a set price within a specified period of time. They’re often used by companies to attract and retain talented employees, but there are also risks involved in using them. The Basics. If you get stock options as part of […]
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Key Points Introduction Tax returns get complicated when you’re paid in numerous different ways, such as from stock options, restricted stock, or an employee stock purchase plan (ESPP). For example, special reporting issues arise with restricted stock and restricted stock units (RSUs) that confuse even experienced accountants and financial advisors. Mistakes can be costly and can increase your risk […]
Valuable Stock Options Exercise Strategies To Consider
Valuable Stock Options Exercise Strategies To Consider
For Employee Stock Options… Be Patient or Lose Key Points Introduction Taoism tells us that mindfully strategic inaction, expressed in the concept of wu wei (which literally means “doing nothing” in Chinese), is often the most effective approach to the challenges of living. This concept always applies and is important to remember with employee stock options. Waiting as […]
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
Key Points Introduction These are challenging times for everyone. Nearly every stock is low right now and layoffs are commonplace. What makes it worse is, that it’s possible we aren’t done with the worse of it all. For reasons beyond your control, you may find yourself in a position where you suddenly need to come […]