Equity Compensation Archives - Page 3 of 7

What Is Cost Basis and Why Is It Important for Equity Compensation?

by Daniel Zajac, CFP®, EA | Last updated Jul 22, 2025 | 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...

How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?

by Daniel Zajac, CFP®, EA | Last updated Jul 24, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation

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...

When to Exercise and Sell Your Employee Stock Options and Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation, Wealth Accumulation

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...

How to Think About Your Equity Compensation as You Near Retirement

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation

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...

Tax Rates on Qualifying Dispositions of Incentive Stock Options May Offer a Tax Buffer – But Watch Out for Investment Risk

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

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...

Equity Compensation

What Is Cost Basis and Why Is It Important for Equity Compensation?

How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?

When to Exercise and Sell Your Employee Stock Options and Restricted Stock Units

How to Think About Your Equity Compensation as You Near Retirement

Tax Rates on Qualifying Dispositions of Incentive Stock Options May Offer a Tax Buffer – But Watch Out for Investment Risk

New Resources on Equity Compensation, Blog Updates, and More

9 Year-End Planning Tips for Your Equity Compensation

6 Steps for Handling Employee Stock Options as a Conservative Investor

The latest news and research about equity comp delivered monthly to your inbox.