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


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