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Tag: RSUs

October 26, 2023

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 [...]

Katie Mietus
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 [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

March 7, 2022

The Tax (Wo)Man Cometh…

Let me tell you how it will be There’s one for you, nineteen for me ‘Cause I’m the taxman Yeah, I’m the taxman – George Harrison, The Beatles Last spring, colleague Vince Lee outlined various non-cash-intensive ways companies leverage stocks in many benefits packages, in lieu of larger salaries. These restricted stock units (RSUs) and/or [...]

Becky Wilcox
Contributions from: Becky Wilcox, CFA®, MBA, FRM®

May 12, 2021

Taxes and Stock Options; Moving Forward Mindfully

May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible.  As per my last post, there are three main categories of stock options: Restricted Stock Units (RSU), Non-qualified [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

May 7, 2021

Stock Options: A Primer

May 7, 2021 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’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves but offer workers an interesting ‘carrot’ – ownership in the [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

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