090 - How Do I Determine Taxes Owed on RSUs and ESPPs?

22:35
 
Compartilhar
 

Manage episode 287065151 series 2653925
Por James Conole and Scott Frank descoberto pelo Player FM e nossa comunidade - Os direitos autorais são de propriedade do editor, não do Player FM, e o áudio é transmitido diretamente de seus servidores. Toque no botão Assinar para acompanhar as atualizações no Player FM, ou copie a feed URL em outros aplicativos de podcast.

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

Facebook LinkedIn Website

Scott

Facebook Twitter Website

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

99 episódios