Understanding Stock-based Compensation and Retirement Plans
Understanding Stock-based Compensation and Retirement Plans
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
Learn more about what is in your compensation packages to maximize your benefits!
Url: View Details
What you will learn
- Basic income tax
- Ordinary income and capital gains/losses
- Various types of stock-based compensation plans
Rating: 4.45
Level: Beginner Level
Duration: 2 hours
Instructor: Roger Ko
Courses By: 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
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