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Phone: (617) 734-1979

Address: 124 Harvard St Ste 9, Brookline, MA 02446

Website: https://www.mystockoptions.com/aboutus/index.cfm/ObjectID/26A61B26-283B-11D4-B9070008C79F9E62/catID/60BEB174-626D-4093-8FDD507DB0F206F8

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myStockOptions.com

Tax Planning
Video included! To maximize the opportunity of ESPP participation you must understand the tax impact. This article explains the tax treatment that applies when you meet the ESPP holding-period requirement, along with the taxation of nonqualified ESPPs, some ESPP tax-planning concepts, and the tax calculation using Form 3922.
Charitable Giving
The charitable remainder trust (CRT) is a mainstay of estate planning. Although designed for charitable giving, CRTs can play a role in financial planning for your stock grants.
Estate Taxes
Roth IRA
Weighing a Roth IRA conversion is complicated enough, but the complexity can explode when you add in stock option exercises or the vesting of restricted stock. Let's take a look at how this can work in real life through a case study.
Tax Deductions
When options are exercised, generally the estate or beneficiary is able to take an income tax deduction for the amount of estate taxes already paid by the estate. But when they are not exercised you cannot take the deduction against other income...
Income Tax
Employers usually withhold federal income taxes at the flat rate required for supplemental wages, which is... Show More FAQs (17 more)
Capital Gains Taxes
The US tax code provides a few perfectly legal ways, depending on your income, financial goals, and even life expectancy, to defer or pay no capital gains tax, maximizing the benefits of your grants and letting you put away more toward your financial goals.

Investment Management

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Financial Planning
Restricted stock, restricted stock units (RSUs), and performance shares are not as simple as they look. Understand your grant details, the tax treatment, and financial planning for vested shares. Browse an overview of this section below, or explore the subtopics to the left.
Retirement Planning
Podcast included! Careful planning can help you maximize the value of restricted stock and RSUs by preparing you for decisions you must make. Part 2 covers complex issues in financial, estate, and retirement planning. Show More Articles (6 more)
Living Trusts
Assuming your stock plan allows this and it did not allow you to name a beneficiary, transferring unexercised vested options to a living trust would...
Charitable Remainder Trusts
College Funding
Podcast included! Planning for equity compensation begins with identifying the role stock grants will play in your life, whether for retirement, college funding, or other goals. This article offers points to consider for three different types of investors.

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