How performance shares are treated after a death

By Charles Steege, SFG Wealth Planning Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife, Denise, 48, needs help to understand how her late husband’s performance share units (PSUs) will be handled. While Christopher was working, Denise took time off to care for their two kids. She also maintained her CPA license and worked on annual tax returns for family members and friends....

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ESPPs and 401(k)

By Barbara Baksa, Executive Director NASPP I often encounter confusion over the difference between 401(k) plans and ESPPs, as well as the misperception that these two plans don’t mix: employees should participate in one but not both. The truth is that participating in both plans can be great for employees. Moreover, recent research from Fidelity shows that offering an ESPP can enhance your 401(k) Two Great Plans that Go Great Together A 401(k) is a great tool to save for...

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Equity Compensation Advisor News: Sept 2015

IMAGE: rawpixel.com / Unsplash Here's the latest news, tips and information for financial advisors that assist clients who receive company stock and options. How the Recent Stock Market Correction Effects Stock Option Values: Although this article was written a year and a half ago, it still holds true.  Despite recent "corrections" most employee stock options granted in the last ten years are likely to be significantly "In-the-Money" (current stock price above the grant price).  This correction serves as yet another reminder for advisors and recipients...

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