Stock Options

Maximizing The Value Of – And Minimizing The Taxes On – Your Employee Stock Options

Having an employee stock option plan is a fortunate position to be in as, if well-managed, these plans can fund major financial goals, including retirement. However, the author of today’s article cautions that “Stock option plans are often misunderstood and choices are often made that leave people paying substantially more taxes on this employee benefit than is absolutely necessary. Small… 

It’s Complicated: Considerations When Incorporating Employee Stock Options Into Your Retirement Plan

When it comes to amassing enough wealth to be able to fund the retirement lifestyle of your choosing, there are a number of potential sources to consider beyond a 401(k), including Social Security, pensions…and employee stock options. In regards to the latter, how can employee stock options be best incorporated into one’s overall retirement plan? Acknowledging that “the answer can…