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for the Modern Executive.

Proven, real-world results you can take to the bank.

Many executives face unique planning needs at each stage of their careers — Make the most of each stage with expert advice from our team of advisors.

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Successful wealth transfer starts with smart conversations.

Planning is essential to optimize tax treatment for the many forms of executive compensation.

The varied forms of compensation in executive compensation plans lead to a myriad of income tax consequences, dependent on type and timing. There are also gift, estate and generation skipping transfer taxes to consider in your wealth plan. The following guide provides an overview of the tax treatments for common forms of executive compensation, including salary and bonus, stock options, stock awards and wealth transfers. As each situation is unique, you will want to work with your advisors to build a nuanced plan to address your specific needs.

Income Tax at a glance.

The table below outlines the U.S. federal income tax rules that apply to common forms of executive compensation.

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Retire Smarter, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our website is intended to report solely on retirement strategies and opportunities identified by Retire Smarter, and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest. Opinions, where and when expressed, are subject to change without notice.

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Insights Designed Exclusively
for the Modern Executive.

Proven, real-world results you can take to the bank.

Many executives face unique planning needs at each stage of their careers — Make the most of each stage with expert advice from our team of advisors.

Successful wealth transfer starts with smart conversations.

Planning is essential to optimize tax treatment for the many forms of executive compensation.

Income Tax at a glance.

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Contact us to discuss how we can help you experience the full possibility of your wealth.

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and our team will contact you.

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discuss how we can help you experience the full possibility
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Your path to building & growing generational wealth starts here.

Individuals & Families

Businesses & Executives

Advanced Planning

Retire Smarter

News & Insights

Money Masterclass

Literature & Forms

Exploring Independence

Financial Professionals

We’re seeking entrepreneurial founders, thinkers, and doers… client-focused, independent advisors to join our team.

Insights Designed Exclusivelyfor the Modern Executive.

Proven, real-world results you can take to the bank.

Many executives face unique planning needs at each stage of their careers — Make the most of each stage with expert advice from our team of advisors.

Successful wealth transfer starts with smart conversations.

Planning is essential to optimize tax treatment for the many forms of executive compensation.

Income Tax at a glance.

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Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself,and our team will contact you.

Contact us todiscuss how we can help you experience the full possibilityof your wealth.

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Insights Designed Exclusively
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