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