POSTED ON November 14, 2018 BY Bill Dillhoefer

IMAGE: Gemma Evans/UnSplash.com Too often I hear from financial advisors that their clients are considering exercising their non-qualified employee stock options (NQSOs) early (i.e. several years prior to expiration) and holding the shares for at least 1 year to get long term capital gains tax rates when they sell the shares. This may seem like […]

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Workers Report They Hold Large Percentages of Company Stock

POSTED ON November 13, 2018 BY Bill Dillhoefer

IMAGE: Andriy Popov /123rf.com A new survey from Schwab Stock Plan Services reveals that equity compensation accounts for a significant portion of participants’ net worth, with many employees’ portfolios having a concentration in company stock. According to the nationwide survey conducted in July 2018 of 1,000 stock plan participants who receive employer stock and options, […]