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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.
Have a money question you want us to answer? Submit one here
193 episodi
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 episodi
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