If you work for a private company and receive restricted stock units as part of your compensation package, that equity compensation may have a double-trigger provision. While not all restricted stock units, or RSUs, come with this feature, it’s an important element to understand. What Are Double-Trigger RSUs? Double-trigger restricted stock units are those that…
I’m Daniel Zajac, CFP®
I write about employee stock options and equity compensation in a way that is easy to understand.
What to Do When Your Equity Compensation Is Granted and Vested
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.
What Is Cost Basis 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..
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 a big “if.” Stock prices…
When to Exercise and Sell Your Employee Stock Options and Restricted Stock Units
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.
How to Evaluate an Employee Stock Purchase Plan 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.
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.
A Look at Your Employee Stock Purchase Plan During Times of Market Volatility
An employee stock purchase plan is a company-sponsored benefit that gives employees a convenient way to purchase company stock. Typically funded through payroll deductions, an ESPP can be a great way to participate in the success of the business you work for; if the...
How to Consider Equity Compensation When You Work for a Private Company
Many private companies offer equity compensation in the form of employee stock options. For employers, offering this benefit is one way to attract and retain talent. Equity compensation can create a shared interest in the company’s overall success. If the company does...
5 Advantages of a Qualified Employee Stock Purchase Plan
An employee stock purchase plan is an employee benefit that allows you to purchase shares of your employer’s company stock. It’s a convenient way to buy the shares, thanks to the fact that contributions are often deducted pre-tax directly from payroll. Some purchase...
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NEW! The Ultimate Guide to Equity Compensation
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Hi, I'm Daniel Zajac, CFP®, EA
I write about equity compensation and employee stock options in a way that is easy to understand.
NEW! The Ultimate Guide to Equity Compensation
Understand what you have, what you should consider, and what ultimately matters to you.
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