NEW! Stock options can be very lucrative if handled properly, but there are situations in which people can easily make mistakes with them. In this interview, CFP Paul Palazzo discusses the most common financial-planning errors he sees that involve stock options-and how to avoid those pitfalls. This audio recording is a companion to Mr. Palazzo's article on the same topic.
In this interview, CFP Robert Pyle makes the case for diversifying at least some of your holdings in stock compensation and your company's shares to reduce your investment risk. Because your salary already depends on the company's fortunes, and as you may already own company stock in your 401(k), it may be wise to dollar-cost-average out of your company's stock on a regular schedule. This audio recording is a companion to Mr. Pyle's article on the same topic.
CFP Alan Ungar explains the ways in which recent tax-rate increases can affect decisions about when to exercise stock options, when to sell company shares, and how to plan for income from restricted stock/RSU vesting. This audio recording is a companion to Mr. Ungar's article on these topics elsewhere on this website.
For internationally mobile employees, the tax treatment of equity compensation can be extremely complex. In this interview, Deloitte consultant Mark Miller explains the issues that employees should consider when they are preparing to take a job assignment in a foreign country. This audio recording is a companion to Mr. Miller's articles on taxation for internationally mobile employees in the Financial Planning section of this website.
Your stock compensation may be your most valuable investment. Financial advisor William Baldwin explains his approaches to minimizing risk while trying to optimize the value of equity awards. This audio recording is a companion to Mr. Baldwin's articles on his least-regret analysis for equity compensation, getting the most from stock options, and a financial advisor's view of stock plans.
As privately held companies prepare for their market debuts, they make changes in equity compensation programs. Compensation consultant Ryan Harvey explains some of the shifts you can expect in your stock grants both during the period leading up to your IPO and after your company goes public. This audio recording is a companion to an article by Mr. Harvey and Bryan Smith in the Pre-IPO section of this website.
CFP Geoffrey Zimmerman explains why it is important to see equity awards in the big picture of your life, including your circumstances, values, activities, and goals, before you make any financial-planning decisions with your grants. He also comments on the special planning dilemmas faced by senior executives with stock compensation. This audio recording is a companion to Mr. Zimmerman's articles on the holistic approach to stock comp and special issues for executives in the Financial Planning section of this website.
Financial advisor Robert Gordon explains some advanced techniques that can be used to hedge employee stock options or concentrated holdings in company stock as a way to reduce investment risk, especially among executives who have significant amounts of compensation tied up in equity awards or company shares. This interview is a companion to Mr. Gordon's articles on hedging topics in the section Financial Planning: High Net Worth.
Compensation expert Richard Friedman explains what makes restricted stock and restricted stock units valuable equity awards. While these types of grants do not have the potential upside of stock options, they offer their own significant benefits. This interview is a companion to Mr. Friedman's article on this topic in the Restricted Stock section of the website, where he also has articles on financial and tax planning for restricted stock and RSUs.
CFP Alan Ungar gives guidance on the best time to exercise stock options, and expresses his strong point of view on what employees should do with shares acquired from restricted stock/RSU vesting. This audio recording is a companion to Mr. Ungar's article series on option exercise strategies.
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