Strategies When You Own Company Stock or Options And Tax Rates Are Expected to Climb

If you have company stock, or options to own company stock, and you believe taxes may increase in your future there are several strategies that experts recommend.

• Incentive stock options: These are viewed as the best options, because no tax is due when they are granted or exercised (converted into actual stock).

With incentive stock options,

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Search for a Job

This is activity 15 of 30 in the Special Situations in Prosperity Quadrant IV trek.

If you’re unemployed, or looking for a career or employment change, you’ll want to implement a job search.

How to get a job can be separated into several phases:

The Job Search
Develop a Job Search Plan

Let the old adage “fail to plan, plan to fail” describe how important planning is to a successful job search. If you

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Cash Flow: Live Within Your Means: Income From A Job

This is activity 16 of 31 in the Improve Cash Flow in Prosperity Quadrant I trek.

The activity: Improve your income stream by finding a job that utilizes your skills and interests.
The trek: Improve cash flow.
The terrain: Prosperity Quadrant I (negative cash flow; negative net worth).
Difficulty rating: Moderate to Strenuous

If you’re unemployed, or looking for a career or employment change, you’ll want to implement a job search.

How to get a job

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