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One Simple Tip To Reduce Your Tax Bill On Company Stock Thumbnail

One Simple Tip To Reduce Your Tax Bill On Company Stock

You have company stock. That’s great! But just like any other financial asset, how you use it makes all the difference. Between the different types of company stock, vesting schedules, and portfolio allocation, there are many financial planning considerations to be aware of.

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10 Ways Stock Compensation Can Make You Happier Thumbnail

10 Ways Stock Compensation Can Make You Happier

Everyone wants to be happier. Just look at the books lining the shelves at your local bookstore. You’ll see everything from The Happiness Project to The How of Happiness to Hardwiring Happiness. While many people believe that their happiness will increase when they have more money, few people connect their employee stock compensation to happiness. Thanks to mystockoptions.com, we can see how stock compensation, if fully appreciated and understood, can improve your happiness.

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Got Stock Grants? One Tip To Curb Your Tax Bill Thumbnail

Got Stock Grants? One Tip To Curb Your Tax Bill

If you’re like other tech executives, you probably have your fair share of stock grants. Equity incentives are very popular these days but can be confusing—especially from a tax standpoint. There are different kinds, various ways of taxing them, and even some little-known opportunities for minimizing taxes. One such opportunity is called a Section 83(b) election.

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10 Simple Tips to Maximize Your Restricted Stock Thumbnail

10 Simple Tips to Maximize Your Restricted Stock

Incorporating restricted stock and RSUs (restricted stock units) into your financial plan can get complicated. You will need to make plenty of decisions, such as how long you will hold your shares, if you should sell them and put them into an alternative investment, or if you will use the money to meet one of your financial goals. If your head is spinning, take heart. Here are 10 simple tips to help you maximize your restricted stock and RSUs.

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Medicare Open Enrollment Starts On October 15th. What Do You Need to Know? Thumbnail

Medicare Open Enrollment Starts On October 15th. What Do You Need to Know?

When it comes to retirement, there seems to be a never-ending checklist of tasks to complete in order to prepare yourself for this major milestone. You need to save enough to maintain your lifestyle, invest wisely, create a withdrawal strategy, minimize your taxes, and claim your Social Security benefits. But there’s one other critical piece of retirement planning to keep in mind: signing up for Medicare. And with healthcare being one of the top five expenses in retirement, your Medicare choices are some of the most important decisions you will make.

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What Spredfast Employees Need to Know About Employee Stock Options Thumbnail

What Spredfast Employees Need to Know About Employee Stock Options

As you have heard, Spredfast has announced a merger with Lithium Technologies. When companies undergo a change this significant, there are often ripple effects that impact those who work for the company. In this case, you may have a large sum of Spredfast options coming due this year. Do you know what to do? What do you need to know about your employee stock options?

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Six Financial Planning Rules That Everyone With Stock Options Needs To Know Thumbnail

Six Financial Planning Rules That Everyone With Stock Options Needs To Know

If you work for a company that offers Employee Stock Options (ESOs), you may be wondering how you should take advantage of them and whether they can help you reach your financial goals. In a previous article, we walked you through an overview of Employee Stock Options, but even if you understand how they work, you might not know how to maximize their value and how they fit into your financial plan. Here are six financial planning principles that may help you make the best decisions for your financial situation.

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What You Need to Know About Employee Stock Options Thumbnail

What You Need to Know About Employee Stock Options

If you work for a large company, it’s likely that you have the opportunity to take advantage of a comprehensive benefits package. Understanding all of the perks that you are entitled to is crucial to your long-run financial success. One perk I’d like to highlight is Employee Stock Options (ESO). Through my explanation of the ins-and-outs of ESO’s, you will have a better understanding of how you can make the most of them.

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