How are RSUs taxed?

by Jason Epps | Sep 12, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized

If you’ve been granted Restricted Stock Units (RSUs) as part of your compensation package, you might be wondering how they’ll affect your taxes. It’s a smart question to ask, because RSUs can have significant tax implications that aren’t always...

What are restricted stock units (RSUs)?

by Jason Epps | Aug 29, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized

Equity compensation and stock-based rewards, such as restricted stock units (RSUs), have become increasingly common in today’s job market. However, if you’re new to the concept, it’s easy to get lost in the jargon and miss out on the potential benefits. If...

Equity compensation- what you need to know

by Jason Epps | Aug 15, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized

There’s a reason your employer offers you equity comprensation: it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of the company, it’s a win-win...

How Do Stock Options Impact Your Tax Liability?

by Jason Epps | Feb 29, 2024 | Blog, Equity Compensation, High Income Earners

By Jason Epps, CFP®, CRPC®  If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...

Should You Participate in Your Employee Stock Purchase Plan?

by Jason Epps | May 3, 2023 | Blog, Equity Compensation, High Income Earners

By Jason Epps, CFP®, CRPC®  It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer some serious perks. From comprehensive healthcare insurance to plush retirement plans,...

Got Equity Compensation? 5 Tips to Build It Into Your Financial Plan

by Tricia Lepofsky | Dec 8, 2021 | Blog, Equity Compensation, High Income Earners

By Tricia Lepofsky  As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront cost required to increase base salaries or...