Restricted Stock Comprehensive Guide

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview: - What is restricted stock? - Grant date explanation. - Substantial risk of forfeiture. - Vesting period explanation. - Types of vesting schedules - How to estimate your restricted stock units (RSUs) and restricted stock value? - What is an Internal Revenue Code Section 83(b) election? - An advantage of making an 83(b) election. - 5 disadvantages of making an 83(b) election. - Examples of advantages and disadvantages of making an 83(b) election: - Should you make an 83(b) election? - Review on IRC §83(b) election. - How do I get taxed on the dividends from restricted stock? -Internal Revenue Code section 409A: - Tax withholding methods starting with the highest risk due to a concentrated stock position. - Examples of tax withholding methods - Stock Swap - Estimated tax due with examples - What should I do after my restricted stock units and/or restricted stock vested? - If you sell the employer’s stock, you should understand your tax liability. - Avoid insider trading with a Rule 10b5-1 Trading Plan. - What you should know about restricted stock units and restricted stock plans. - Questions to ask your employer so you can truly understand your restricted stock units and restricted stock plans. - Choices you need to decide to optimize your restricted stock: - Tracking your restricted stock units and restricted stock is key. - Frequently asked questions on restricted stock units (RSUs) and restricted stock. - How can I maximize my restricted stock units and/or restricted stock? - What are the top 3 things to love about restricted stock units (RSUs) and restricted stock? - What are my restricted stock units and/or restricted stock cost basis, and what happens to the shares my company withholds for taxes? - What happens when I make an 83(b) election, pay the taxes, and the restricted stock did not vest? Do I recapture the tax paid or forfeit the money? - My restricted stock units and/or restricted stock vested, I sold shares of my employer’s stock at a loss, how am I taxed? - What happens to my restricted stock units and/or restricted stock when my company’s stock splits? - When should I sell my restricted stock units (RSUs) and/or restricted stock? - What are the disadvantages of restricted stock units and restricted stock? - What are the common mistakes with restricted stock units and restricted stock? - Problems with restricted stock units (RSUs) and restricted stock employees are confused about. - How are restricted stock units (RSUs) and restricted stock taxed? - Taxation summary. - Restricted stock summary. - Strategies to consider with restricted stock units and restricted stock. - Take advantage of the volatility in the stock price.