Understanding Stock-based Compensation and Retirement Plans

Learn more about what is in your compensation packages to maximize your benefits! What you'll learn:
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

Requirements
No Prerequisite

Description
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

Who this course is for
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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