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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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MARK RECNY JR
PRINCIPAL ADVISOR & FOUNDER

"I founded Retire Smarter to address the need for protection in retirement — But after hundreds of one-on-one interviews with families across America, I learned “gender-neutral” money solutions weren’t serving women; and I knew it was time to do better for them — Now we're sharing everything we learned along the way."

MARK RECNY JR
PRINCIPAL ADVISOR & FOUNDER

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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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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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Looking to invest $1 million or more? Retire Smarter’s Concierge team is here to help you reach your financial goals.

We're uniquely positioned to serve you.

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To help put you in touch with the right advisory or team, please answer the following questions.

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PRODUCTS & SOLUTIONS

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Discover a smarter approach to holistic financial planning

Individuals & Families

Businesses & Executives

Advanced Planning

Retire Smarter

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Money Masterclass

Literature & Forms

Exploring Independence

Financial Professionals

We are looking for high quality, 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.

Lorem ipsum dolor sit amet.

Let's connect.

Looking to invest $1 million or more? Retire Smarter’s Concierge team is here to help you reach your financial goals.

We're uniquely positioned to serve you.

retire smarter

corporate access

financial solutions

advice options

learning

resources

for advisors

retire smarter

corporate access

financial solutions

learning

resources

for advisors

Insights Designed Exclusively
for the Modern Executive.