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
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
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