Get a deeper understanding of your unique financial benefits with Apple. These resources serve as an initial starting point. However, it is critical to consider your entire financial circumstance with a trusted and knowledgeable guide in order to make sound decisions for your present and your future.
Take a closer look at your Fidelity retirement savings plan. Understand the details of Apple’s matching contributions, and choose where you would like to designate your funds. Whether in mutual funds, core funds, or stocks that match your personal interests, we help you choose the best performing investments for your goals.
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Our team participates in Apple’s quarterly release calls covering the company’s financial performance and its impact on share price. We then provide you with our analysis of the market’s reaction and our detailed results tables based on region and product. We advise on all aspects of your stock including taxation, how to avoid overconcentration, and when to sell.
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Take advantage of the opportunity to purchase company stock from Apple at a discount. Make sure you understand the details of your Employee Stock Purchase Plan (ESPP), including payroll deductions, contribution levels, purchasing price, and how to maximize returns.
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Get a better understanding of Apple’s restricted stock unit (RSU) plan, rewarded every year during your company review. Access helpful resources to take advantage of this benefit, learn more about taxation on your RSU grants, and know when it’s the best time for you to hold, transfer, or sell.
Learn MoreWhen selling Apple stock, it is very important to ensure the correct lots are sold based on your individual goals and objectives. Picking the wrong lots can cause large and unexpected taxes. We regularly advise our clients in selecting lots to sell. The subsequent instructions are an overly simplified means of how we may provide...
Read MoreFor some Apple employees, it can be a baffling yearly experience to find more taxes are owed than expected. Often, the question is left unanswered as to why this occurs annually. The answer is usually quite simple – RSU withholdings. By default, Apple withholds 22% for Federal taxes and 10.23% for CA taxes. *Note: Above...
Read MoreIf an individual has been in the Apple ESPP program long enough, they are likely to have heard the phrases “Qualifying Disposition” and “Disqualifying Disposition”. In this article, we aim to explain what a qualifying or disqualifying disposition is and to reduce the common fear associated with receiving a disqualifying disposition notice. First, we will...
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Take proactive steps to help reduce tax exposure from earned compensation.
Download our comp strategies guide to help minimize year-end taxes.
