Category: stock options

What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?

Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock units and stock options are forms of equity, they each have particular features and are treated very differently from a tax perspective. Restricted stock units or awards (RSUs) typically…

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7 Steps To Handle Employee Stock Options During Market Volatility

If you own company stock or employee stock options, it’s possible that you have experienced market volatility and have seen firsthand how a quick change in the stock price can materially impact the value of your stock options.  A rising stock price can quickly change the value of your stock options positively. Potentially to such an effect that it can create a concentrated equity position that should be evaluated.

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Hi, I'm Daniel Zajac, CFP®, EA

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Understand what you have, what you should consider, and what ultimately matters to you.