Understanding Stock-based Compensation and Retirement Plans

Basic income tax

Ordinary income and capital gains/losses

Various types of stock-based compensation plans

401(k) and IRA, including both traditional and Roth plans

Interactive model to calculate and compare retirement plans

Tax planning opportunities

No Prerequisite

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

Individuals with no or little tax knowledge who want to know more about income taxes

Individuals who receive stock-based compensation packages and want to know how it works

Individuals who want to learn about different retirement plans and understand whether a traditional or a Roth plan is better



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