
Insights
Tag: 10b5 Plans

October 21, 2024
Getting the Most from Your Amazon Benefits
Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

Contributions from: Katie Berntson, CFP®

March 9, 2022
Stock Awards: A Tax & Planning Primer
Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ incentives often translate into offering employees stock awards. By offering workers this interesting ‘carrot,’ they offer ownership in the company in return for their tenure and a job well [...]

Contributions from: Vince Lee, CFP®, CPA

February 3, 2021
How To Avoid a 10B5-1 Meltdown
February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying. But let’s take a look at their origin story, and try to unpack what they are, why [...]

Contributions from: Hilary Massee Clark
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