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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/MAKING THE 83(b) ELECTION
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

MAKING THE 83(b) ELECTION

01.Core Concepts

• Must be filed no later than 30 days after the stock is transferred. • Employee must file a written statement with the IRS. • See statement requirements in textbook.