Guided Path 4-5 All You Need To Know About Stock Plans

Does your employer offer stock options as part of your compensation package?

Whether they do or not, this episode will be helpful for you to better understand the intricacies of stock options.

In this release, Zacc Call and Laura Hadley dive into the topic of employee stock options, discussing what they are, how they work, and their benefits and risks. They also touch on taxes surrounding these types of investments with their guest, Zach Geertsen.

Listen in as Zacc, Laura, and Zach discuss:

• How to capitalize on stock options and build a solid plan for investing

• ESPPs - Employee Stock Purchase Plans; and the other acronyms you should know

• What you should do when your company's stock price plummets

• And so much more

Resources:

• Guided Path 4-1 How The Government Calculates Your Taxes

• Guided Path 4-2 Roth vs Traditional

• Guided Path 4-3 How Non-Retirement Investments Are Taxed

• Guided Path 4-4 Retiree Tax Strategies: Helping You Save Money On Taxes

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• tfc@capitamail.com

• (801) 566-5058

• Capita Financial Network

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• LinkedIn: Laura Hadley

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