Equity Compensation

Learn about stock options, restricted stock, and employee stock purchase plans—all of which are types of non-cash compensation that companies offer employees to allow them to partake in ownership of their firm.

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Financial Planning

How Can You Maximize Your Employee Benefits?

Stock awards and 401(k)s can play a big role in a retirement strategy. But the role that our employers play in our financial lives is often much deeper.

Taxes

When to Pay Taxes on Restricted Stock Awards

Restricted stock awards are typically taxed using their value on the vest date, but you can opt to use the value on the grant date instead. Here's what to consider before you perform a so-called Section 83(b) election.

Equity Compensation

Including Equity Compensation in a Financial Plan

Whether stock options or an outright stock grant, equity compensation can be complicated. Understand what you have and how it fits into your portfolio.

Equity Compensation

What Should You Do With Your Employee Stock?

Whether it's stock options, restricted stock, an employee stock purchase plan, or some other form of equity compensation, most companies offer this vital benefit to employees. But once you have it, what should you do with it?

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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