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090 - How Do I Determine Taxes Owed on RSUs and ESPPs?
Manage episode 287065151 series 2653925
In this episode James and Scott discuss how to determine taxes owed on RSUs and ESPPs.
Questions discussed: What are the tax implications of my stock options? When is the best time to exercise my options? How do I maximize my options? What is the best approach for my individual situation?
Planning Points Discussed
- Tax Planning
- Retirement Planning
- Portfolio Management
- Aligning Your Investments with Financial Goals
Timestamps:
2:30 - RSUs & ESPPs
3:25 - Vesting Period
5:32 - How Best To Navigate Stock Options
7:02 - "Sell to Cover"
10:20 - How To Minimize Risk
13:25 - Tax Arbitrage With Stock Options
17:15 - Tax Implications
19:33 - Aligning Goals with Your Finances
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
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193 episódios
Manage episode 287065151 series 2653925
In this episode James and Scott discuss how to determine taxes owed on RSUs and ESPPs.
Questions discussed: What are the tax implications of my stock options? When is the best time to exercise my options? How do I maximize my options? What is the best approach for my individual situation?
Planning Points Discussed
- Tax Planning
- Retirement Planning
- Portfolio Management
- Aligning Your Investments with Financial Goals
Timestamps:
2:30 - RSUs & ESPPs
3:25 - Vesting Period
5:32 - How Best To Navigate Stock Options
7:02 - "Sell to Cover"
10:20 - How To Minimize Risk
13:25 - Tax Arbitrage With Stock Options
17:15 - Tax Implications
19:33 - Aligning Goals with Your Finances
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episódios
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