“I’ve Been Granted a Stock Option from My Employer. What’s Next”? - Understanding Your Executive Compensation

/ Castle Wealth Advsiors, LLC/
“I’ve Been Granted a Stock Option from My Employer. What’s Next”? - Understanding Your Executive Compensation

Many employers will grant company stock options to executives and key employees as a way to incentivize them to remain at a company and tie their incentives to increased production/ profitability of the company.  If you have received a stock option from your employer you probably have several questions.  

To fully understand your benefit, you need know what is an Incentive Stock Optionsor ISO and what the similarities/ differences between Incentive Stock Options (ISOs)and Non-Qualified Stock Option (NQSOs).  This knowledge will help you to identify and better manage your options. 

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Many Investors Are Finding Even More Reasons To Use 529 Plans To Help With Education.  

/ Castle Wealth Advisors, LLC/
Many Investors Are Finding Even More Reasons To Use 529 Plans To Help With Education.  

When beginning to plan for a child’s future or when evaluating a current savings plan, many families often ask,  “What are the differences between UGMA and UTMA accounts, 529 college savings plans, and prepaid tuition plans and what should I use?”   

The key to answering this question lies first, in understanding the types of accounts available to help with saving for a child’s future along with their pros and cons. After which it’s easy to understand how the “tax cuts and jobs act.” being signed into law has made many 529 plans more attractive for parents and families.  

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