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Performance Awards – Income Tax Planning May Help More Than You Think

At 54, Marco’s career has progressed beyond his expectations*, as a well-compensated president of a biotech firm. The board has voted to relocate the company to...

Executive Compensation, Non-Qualified Deferred Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning

Tapping Stock Appreciation Rights to Meet College Costs

Many executives face college educations to pay for while they are simultaneously accumulating wealth for retirement. They can't count on financial aid, and college costs...

Executive Compensation, Non-Qualified Deferred Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning

Healthy Enough to Work, Wealthy Enough to Retire?

Gregory, 62, is a corporate vice president whose recent health issues have caused him to consider accelerating his retirement date. Will he need to work a few more...

Executive Compensation, Non-Qualified Deferred Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning

Wealth Accumulation and Employee Stock Purchase Plans

Angela was hired into the training program with her employer, a pharmaceutical company right after graduation and has worked her way up to a corporate position over 20...

Executive Compensation, Non-Qualified Deferred Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning

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