Your relationship with wealth can be complicated, especially when planning for and with your loved ones. It’s important to understand your own feelings and attitudes about wealth before engaging in family wealth-planning conversations. Morgan Stanley at Work shares some key questions you can ask yourself to find greater clarity.
In December 2022, the Security Exchange Commission (SEC) released the final rule modifying Rule 10b5-1 of the Exchange Act to include, among other items, minimum cooling-off periods, overlapping-plan restrictions, single trade plan limitations, and certification requirements for directors and officers.
When it comes to equity compensation planning, executives must manage a complex group of considerations and obligations between meeting the expectations of the company and its shareholders and meeting the financial needs of their families.
Vesting events are important milestones in your wealth creation and financial planning journey. They can play a key role in helping you achieve your goals—whether you want cash now, plan to hold your stock based on your commitment to your company and the growth you’d like to see, or are wrestling with complex wealth management needs.
Morgan Stanley at Work explores choices for funding your education needs from a holistic wealth management perspective—including equity compensation.
Summary: Morgan Stanley at Work walks through year-end moves to consider in your investment accounts and moves to help you start 2023 more strategically—including with your equity compensation.
Learn eight tips to help you maximize your equity compensation benefits when you’re saving for, nearing and entering retirement.
Summary: If you’re inclined to help others, consider these insights from Morgan Stanley at Work on tax-efficient strategies you can use to help make your giving go further.
Summary: Equity compensation can be one of the most valuable benefits offered by your company, but it’s important to understand how it works—and how it’s taxed. Morgan Stanley at Work explains the essentials.
Morgan Stanley at Work explains how women can feel more confident about their financial goals through financial education and a personalized plan—and leveraging their workplace financial benefits.
As you map out a path to achieving your legacy goals, you may benefit from the effective use of trusts, gifting strategies and other wealth planning tools.
The tax year may have ended on December 31, but there are still some tax-favorable opportunities that you may be able to take advantage of before tax-day 2023. Consider these six tips as you prepare your returns and plan for future tax seasons.