Corporate Executives
Corporate executives may encounter planning considerations involving equity compensation, deferred-compensation elections, and career transitions.
Typical financial questions
- How should I think about vesting schedules and concentration risk in company stock?
- What should I consider before making a deferred-compensation election?
- How would a departure or transition affect my plan?
Potential planning priorities
- Coordinating equity compensation with a broader plan
- Timing considerations around deferred compensation
- Planning ahead of a potential career transition