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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.