So you have restricted stock as part of your company’s equity compensation program. Do you understand the opportunities and risks associated with restricted stock? What about the tax implications? Does an 83(b) election make sense? What tradeoffs exist? We have you covered in our article discussing restricted stock and 83(b) elections.
Incentive Stock Options (ISOs) come with significant investment, tax, risk management and liquidity planning considerations. If you have ISO grants through work, make sure you are properly planning in advance to understand how to best navigate the complex rules while wisely using ISOs to your advantage to build wealth.
Exchanges Traded Funds (ETFs) and Mutual Funds make up more and more of the global investment landscape. Therefore, they continue to be an increasingly common piece of individual investor’s portfolio with each passing year. It is crucial for an individual investor to actually understand these products and the differences between them.