Employee Benefits

Your restricted stock and an 83(b) election
Employee Benefits  ·  Taxes
Your Restricted Stock and an 83(b) Election

If your compensation includes restricted stock, there’s some financial magic you can perform to lower your future tax bill. It’s called an 83(b) election, but it’s only right in certain circumstances. How an 83(b) election works You only pay taxes […]

September 11, 2020

Employee Benefits
How Do Restricted Stock Units Work?

If you work in at a tech company, you’ve received RSU grants. You know it’s a good thing, but the details might be a little fuzzy – especially about how they’re taxed. You might already understand the concept of an […]

August 6, 2019

Employee Benefits
Should I Participate in My Company’s ESPP?

I don’t know.  Do you like free money?  Then yah – you should probably participate in your company’s ESPP. ESPP stands for Employee Stock Purchase Program.  It allows employees to buy their company stock at a discount. An ESPP works like […]

July 14, 2019

Employee Benefits
Should I Sell My Company Stock?

What if I told you to take $200,000 and invest it all in Apple (or Google, or Amazon, or Netflix or Facebook)? If you’re smart and a current Financial Zen member, you’d fire us.  If you’re smart and not a […]

July 11, 2019