Whether you have questions about your stock options or just need clarification around the 2010 Tax Relief Act, the SFG Resource Center has a lot to offer.
For example, one Philadelphia-based vice president we know was in a year-end quandary.
Time was running out on her deferred compensation election and she still wasn’t sure what to do.
She had a chance to put up to 100% of her bonus in her firm’s non-qualified deferred compensation (NQDC) plan. “I’m making a decent salary,” she wondered. “Should I commit the whole amount?”
Her travel schedule was so hectic at year-end; I knew we wouldn’t have time for a meaningful dialogue until absolutely the last minute. Still, she wanted some information to read between appointments.
We suggested she download a copy of “Attention Decision Makers: It’s Time to Decide What to do about Your NQDC Choices.” That provided the background she needed, so we could counsel her on her selection and still make the year-end deadline.
Questions? Visit the SFG Resource Center
Download one or more of the following free publications and check back often as we continue to add more material.
- Executive Checklist: The 2010 Tax Relief Act The new tax-relief bill extends the current tax rates through 2012. What does this mean to you? How well do you know the basics? Take this two-minute self-test and see.
- Seven Facts Every Executive Should Know about Stock Options Unlocking the complex potential in your stock-based compensation can be made easier when you consider these seven facts about stock options.
- Five Reasons to Like Performance Shares (and One Reason to Think Twice) What do long-term trends like of pay for performance mean to highly compensated executives and increasing numbers of mid-level managers? Find out with this informative publication.
- Attention Decision Makers: It’s Time to Decide What to do about Your NQDC Choices Put the facts about NQDC to work for your personal plan with this helpful piece.
Mr. Steege is President of SFG Wealth Planning Services, Inc. (SFG), a fee-only financial planning firm. Founded 15 years ago, SFG is dedicated to assisting senior executives and their employees with their complex stock-based compensation and planning challenges.