Player FM 앱으로 오프라인으로 전환하세요!
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.
Have a money question you want us to answer? Submit one here
193 에피소드
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 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.