myStockOptions.com Newsletter on Restricted Stock Topics

See the full newsletter or skim the table of contents below and click through to an item.

What's the impact of the 2013 tax increases on my restricted stock grants?

Increases in the rates on income tax, capital gains, and dividends, along with the additional Medicare tax on compensation income and the Medicare surtax, indirectly affect the value of restricted stock/RSU grants. Most importantly, the income from these grants can push your yearly income over the thresholds for these higher taxes. See this FAQ for details.

Can an RSU payout be delayed after vesting acceleration or at job termination?

A delay in RSU payout can occur. This depends on the reason for the acceleration, whether you are ending your employment with the company, and your position in the company. Read this FAQ to understand what may happen.

Articles on restricted stock, RSUs, and performance shares

See a handy list of our articles about restricted stock, RSUs, and performance shares in the award-winning content of myStockOptions.com, along with new articles on the 2013 tax-rate increases.

Research shows continued growth in restricted stock grants

New research by Equilar illuminates recent trends away from stock options and toward the granting of restricted stock. Read about the firm's findings.

Using Rule 10b5-1 trading plans to sell restricted stock at vesting

If you are planning to use a Rule 10b5-1 trading plan to sell your company stock at vesting, or to use some of the shares for the taxes on the income, bear in mind that 10b5-1 plans have become controversial and that best practices for them are still evolving. See the newsletter for details.

Modeling tools for restricted stock and RSUs

The various financial-planning tools at myStockOptions.com can help you make smart decisions with your restricted stock or RSUs. To learn more about all of the features in these award-winning online applications, see the whole newsletter or the myTools page on myStockOptions.com.

CE course on restricted stock, RSUs, and performance shares

The myStockOptions Learning Center has courses of study and exams offering continuing-education credits for Certified Equity Professionals (CEPs) and Certified Financial Planners (CFPs). The course on restricted stock, RSUs, and performance shares features articles, FAQs, and a podcast from myStockOptions.com on all apsects of these grants. Find out more in the newsletter.