Four Questions to Keep Your Stock Options Out of Jeopardy

by Sheri Iannetta Cupo, CFP and Founding Principal Sage Advisory Group, LLC In the classic quiz show, Jeopardy, contestants show their smarts by asking rather than answering the right questions. Executives who want to make the most of their employee stock options can do well by taking a similar approach. Your company stock options can be a source of significant enrichment, but effectively managing them can be daunting. To clarify your next best steps, start with these four questions, preferably...

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Restricted Stock: Maximizing the Value and Asking the Right Questions

by Charles Steege from SFG Wealth Planning Services As the stock markets have waned, more companies have been compensating executives with restricted stock rather than stock options in recent years. Executives who acquire a concentration in company stock often ask: Are there ways to save taxes on particular awards? Will the stock vest if I retire early? What kind of tax savings can I afford with my restricted stock? As restricted stock has gained in popularity, it’s important to know...

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