Learning Center

What you need to know about non-qualified stock options as part of an employee compensation package.

Learn about stock appreciation rights including how they work, planning considerations and more.

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 2025. Consider these six tips as you prepare your U.S. federal income tax returns and plan for future tax seasons.

Learn eight tips to help you make the most of your equity compensation benefits when you’re saving for, nearing and entering retirement.

Equity compensation can be one of the most valuable—and misunderstood—benefits. Here are five ways it may help you meet your financial goals.

A Rule 10b5-1 plan can provide executives with an affirmative defense against insider trading liability. Here are key changes to be aware of.

Learn how RSU's are taxed.

Experiencing a layoff is never easy and raises many questions including how to manage your company equity after your job has ended.

Learn how gifting your equity compensation can have a positive impact on the causes you care about—and your tax bill.

Discover four things that Morgan Stanley Financial Advisor Carolina Silva encourages clients to think about as they plan for—and look to reduce—taxes on their equity compensation.

Restricted stock and performance stock typically provide immediate value at the time of vesting and can be an important part of your overall financial picture. Understanding what they are and your options for covering any associated taxes can help you make the most of the benefits they may provide.

Get a quick grounding in restricted stock awards and restricted stock units to help you better understand, evaluate, and plan for your financial future.