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The Motley Fool February 8, 2007 Dan Caplinger |
Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well. |
Financial Advisor May 2004 Marla Brill |
Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues |
The Motley Fool February 19, 2010 Dan Caplinger |
Take Your Options and Run Exercising stock options now might be the smart move, because of tax consequences. |
The Motley Fool February 8, 2007 Dan Caplinger |
Make the Most of Stock Options: Taxes Stock options can be beneficial to both employees and their employers. In determining the best way to use your options, however, you have to understand the way they're treated for tax purposes. |
Financial Advisor April 2005 Bruce W. Fraser |
Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities. |
The Motley Fool August 28, 2008 Dan Caplinger |
When Your Stock Options Are Underwater For employees who get paid in part through stock options, stagnant and falling share values mean a big pay cut. |
The Motley Fool November 13, 2006 Dan Caplinger |
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain. |
The Motley Fool May 23, 2005 Roy Lewis |
Job Changes and Your 401(k) What should you do with your retirement savings when you leave your old employer? |
Financial Planning June 1, 2006 John Nersesian |
Weigh Your Options Employee stock options are difficult to understand. Clients need your help to manage them effectively. Advisers who develop expertise in this area can attract and retain significant relationships with executives. |
The Motley Fool September 7, 2006 Dan Caplinger |
Be the Boss Had enough of working for the Man? Know what you're getting yourself into. It's easy to decide that you want to make a change in your life. It's a lot harder, however, to figure out the best way to make that change. |
Financial Planning June 1, 2008 Gavin Morrissey |
Executive Privilege Immediate income taxation and concentrated equity risk are issues that must be addressed by clients who elect to distribute net unrealized appreciation. |
The Motley Fool April 29, 2005 Selena Maranjian |
Oprah's Taxing Issues If Oprah cuts you a check, is it income or a gift? |
Entrepreneur July 2005 Joan Szabo |
Change of plan? New tax laws require a new look at deferred compensation plans. |
The Motley Fool July 14, 2011 Selena Maranjian |
Beware of Your Company's Stock! Don't let your employer devastate your retirement. |
The Motley Fool October 20, 2006 Dan Caplinger |
Make Your Match! Double the power of your charitable giving. Many employers encourage their employees to make donations to charity by offering to match their donations. |
Knowledge@Wharton |
Hedging Their Risk: Creating a Market for Managerial Stock Options Given the recent volatility in the stock market and the amount of equity top managers often hold, it's not surprising that executives are taking steps to minimize their risk, say Wharton researchers... |
Entrepreneur January 2005 Joan Szabo |
Tax-Free Bill of Health Tax-advantaged health-care spending accounts are proliferating and that means more opportunities to save on taxes as well as more ways for businesses to help pay for health costs. Here's a look at how each one stacks up. |
The Motley Fool December 20, 2005 Dayana Yochim |
Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours. |
The Motley Fool February 4, 2005 Roy Lewis |
Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier. |
Registered Rep. September 9, 2010 Richard A. Behrendt |
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. |
The Motley Fool September 7, 2007 Dan Caplinger |
Buy Your Employer's Stock If you have a chance to invest in your employer's stock, don't automatically dismiss it. Big mistakes others have made shouldn't keep you from taking advantage of this potentially lucrative investment. But do take precautions. |
Knowledge@Wharton |
How Well Do 401(k) Plans Work, and Who Benefits Most From Them? Do problems with 401(k)s still appear as bad as they did last winter? Should the system be left alone, merely tweaked, or overhauled -- perhaps converted to a kind of Super-IRA that would solve Enron-type problems by removing the employer from the process? |
Investment Advisor June 2007 David Juliano |
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers. |
The Motley Fool May 21, 2009 Dan Caplinger |
The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place. |
The Motley Fool February 16, 2007 Roy Lewis |
Missing Your W-2 Form? Here's what to do if your W-2 hasn't arrived yet. |
The Motley Fool August 26, 2011 Chuck Saletta |
How to Make the Biggest Investment of Your Life Saving for retirement takes a lifetime but has huge payoffs. |
The Motley Fool September 7, 2005 Dayana Yochim |
What About My 401(k)? "One-size-fits-all" doesn't work for even the most straightforward money management conundrums. |
Job Journal March 10, 2013 Jessica Holbrook Hernandez |
Career Pros: Your Next Boss Needs to Hear This in the Job Interview Five points you should make in an interview that will improve your chances of getting a job offer. |
The Motley Fool October 20, 2006 Dan Caplinger |
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. |
Job Journal March 12, 2006 James E. Challenger |
Career Pros: You're a Service Provider Over the past decade or more, the relationship between employer and employee has changed significantly. Today, you'll go further by seeing yourself as an independent service provider. |
AskMen.com Terence Channon |
Employment Benefits Learn how to earn more employment benefits. |
Entrepreneur November 2005 Jennifer Pellet |
Power of Choice Can managed competition lower health-care costs? |
The Motley Fool May 15, 2006 Robert Brokamp |
Retirement Tip: Pay More Taxes or Retire? Your choice: You can 1) contribute to your retirement plan, get a tax deduction, defer taxes on your investments, and eventually retire; or 2) spend all your income, pay more taxes (because you didn't get the benefits Uncle Sam bestows on savers), and never retire. |
The Motley Fool January 14, 2010 Selena Maranjian |
Is Your 401(k) One of the Best? Make the most of your retirement money. |
American Family Physician December 15, 2006 |
Exercise: How to Get Started An informative guide: Why should I exercise?... Who should exercise?... What kind of exercise should I do?... How long should I exercise?... etc. |
The Motley Fool November 1, 2004 Dayana Yochim |
How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab. |
Entrepreneur June 2010 Rosalind Resnick |
A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem. |
The Motley Fool July 12, 2010 Dan Caplinger |
Workers Can Forget About a Recovery Employers may never need to restore lost benefits. Whatever you can set aside, though, will put in that much better a position to handle a labor market that shows few signs of getting markedly better anytime soon. |
The Motley Fool January 26, 2006 Dayana Yochim |
Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job? |
The Motley Fool February 1, 2005 Dayana Yochim |
When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss. |
The Motley Fool January 13, 2004 Dayana Yochim |
The Old 401(k) Conundrum When not to roll over your 401(k) funds. |
CIO June 1, 2002 Ken Segarnick |
Courts Say It's OK: Peep Away Readers' questions about the legal consequences of electronic monitoring: What rights, if any, does an employee have in protecting his privacy in the workplace?... Can the company access my personal AOL account?... etc. |
On Wall Street October 1, 2011 Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
HBS Working Knowledge April 25, 2005 |
Negotiating What You're Worth Should you be the first to mention money? What is your main goal in negotiating a salary raise? How do you prepare for negotiation obstacles? A negotiation expert gives tips in this article from the Harvard Management Communication Letter. |
The Motley Fool October 5, 2005 Tom Taulli |
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? |
The Motley Fool January 19, 2010 |
5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help. |
The Motley Fool November 3, 2009 Selena Maranjian |
Would You Like Some Free Money? For starters, many employers will match some portion of your 401(k) contributions. Then move on to tax credits and IRA's and more. |
The Motley Fool January 10, 2007 Dan Caplinger |
Simplify Your Finances Finances are complicated enough without making things more complex than they have to be. By closing out unnecessary accounts, you can run your finances more smoothly. |
Investment Advisor April 2006 Tere D'Amato |
The Tax Advisor: Solving the 419 Plan Puzzle The 419 welfare benefit plan is a tax planning technique currently experiencing an evolution. Knowing its history and what is different today will help you make better recommendations to your clients. |
The Motley Fool October 20, 2006 Roy Lewis |
Life and Tax Changes Virtually every life event will affect your taxes in some way. Even if your life isn't changing, the tax laws are. It's up to you to be vigilant in keeping as much of your money as you possibly can. |