Understanding Stock-based Compensation and Retirement Plans
Learn more about what is in your compensation packages to maximize your benefits!
Ratings 4.46 / 5.00
What You Will Learn!
- Basic income tax
- Ordinary income and capital gains/losses
- Various types of stock-based compensation plans
- 401(k) and IRA, including both traditional and Roth plans
- Interactive model to calculate and compare retirement plans
- Tax planning opportunities
Description
Anyone who wants to learn more about income tax, including tax treatments of ordinary income and capital gains/losses
Anyone interested in stock-based compensation plans such as:
Restricted Stock Units (RSU)
Restricted Stock Awards (RSA)
Incentive Stock Options (ISO)
Non-qualified stock options (NQSO)
Employee Stock Purchase Plans (ESPP)
Anyone interested in retirement plans options, such as
401(k), including both traditional and Roth plans
Individual retirement accounts (IRA), including both traditional and Roth plans
Interactive model to compare 401(k) vs. Roth 401(k) included to show which option is better
Who Should Attend!
- Individuals with no or little tax knowledge who want to know more about income taxes
- Individuals who receive stock-based compensation packages and want to know how it works
- Individuals who want to learn about different retirement plans and understand whether a traditional or a Roth plan is better
