Pinnacle offices in the National Capital region are closed today due to inclement weather. All office and weather updates will be posted to PNFP.com/Weather.
Pinnacle offices in the National Capital region are closed today due to inclement weather. All office and weather updates will be posted to PNFP.com/Weather.
Compensation isn’t always straight forward. When you reach a certain level of success, the way you are paid for your work gets more complicated.
Most senior executives receive some form of stock-based compensation, but the mix has changed considerably in recent years. The days of incentive stock options (ISOs) and non-qualified options (NQSOs) are almost over, with most companies phasing them out in favor of restricted stock units (RSUs).
Even if you think you have it figured out, those complications could mean you’re missing important opportunities.
These are the questions you should be able to answer about your company stock and other assets. If you can’t answer them with any certainty, it’s time to discuss with a trusted advisor.
Having company stock as part of your compensation plan can be a very good thing, but it takes careful planning to transition to a diversified retirement portfolio. It should be one piece of a larger portfolio that is custom tailored to you and your needs. If you felt uncertain about any of the questions above, reach out to as at Pinnacle Wealth Advisors. We can find the answers together.
Nathan Kurita has worked in financial services since 2001 with a diverse career in asset allocation and security selection for both institutional and private wealth clients. He can be reached at Nathan.Kurita@pnfp.com.
Securities are not deposits, not insured by the FDIC or any other government agency, nor are they guaranteed by Pinnacle Bank. They are subject to risk and may lose value. Registration does not imply a certain level of skill or training.
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