Tax Forms and Retirement Plans

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Capital gain

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Occurs when you sell a stock at a higher price than when you purchased it. For example, buying a stock for $10 and selling it for $15 results in a $5 capital gain.

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Capital gains tax

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Tax on profits from the sale of capital assets like stocks. Long-term gains (held over a year) may qualify for a lower tax rate than short-term gains.

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Diversification

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An investment strategy that involves building a portfolio from a mix of asset classes (like stocks, bonds, and cash) that tend to behave differently. It includes a broad range of investments within each asset class.

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Equity compensation

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Compensation based on the value of your company stock, including ESPPs, stock options, RSAs, RSUs, PSAs, and PSUs.

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Grant

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An award of stock options, restricted stock units (RSUs), or performance stock units (PSUs).

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Non-fungible tokens (NFTs)

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NFTs are an emerging asset class stored on a blockchain. Each NFT is unique and cannot be duplicated.

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Blockchain

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A digital ledger where transactions made in cryptocurrencies are recorded chronologically and publicly.

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Rebalancing

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Adjusting your portfolio periodically to maintain chosen asset allocation and risk level.

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Restricted stock awards (RSAs) and restricted stock units (RSUs)

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Equity compensation where stock is awarded at a future date when service requirements are met.

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Security

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A financial asset that includes tradable investments like stocks, bonds, ETFs, and mutual funds.