Understanding Stock-based Compensation and Retirement Plans

Learn more about what is in your compensation packages to maximize your benefits!

Anyone who wants to learn more about income tax, including tax treatments of ordinary income and capital gains/losses

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.

Course Content

  • Introduction –> 4 lectures • 5min.
  • Basic Income Tax –> 8 lectures • 22min.
  • Stock-based Compensation Overview –> 1 lecture • 1min.
  • Restricted Stock Units (RSU) –> 3 lectures • 7min.
  • Restricted Stock Awards (RSA) –> 4 lectures • 14min.
  • Incentive Stock Options (ISO) and Non-qualified Stock Options (NQSO) –> 4 lectures • 11min.
  • Employee Stock Purchase Plan (ESPP) –> 3 lectures • 10min.
  • Retirement Plan Options Overview –> 1 lecture • 1min.
  • 401(k) Plans –> 2 lectures • 7min.
  • Individual Retirement Accounts (IRA) –> 3 lectures • 11min.

Understanding Stock-based Compensation and Retirement Plans

Requirements

  • 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
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