Podcasts on a variety of equity compensation topics from the experts at myStockOptions.com. Interviews and Q and A sessions with experts on stock options, restricted stock, ESPPs, taxes, financial planning, and more.
myStockOptions.com Podcast - NEW! Basics Of Financial Planning With Stock Compensation And Company Shares
In this podcast Bruce Brumberg, the editor-in-chief of myStockOptions.com, introduces financial planning for stock compensation and company shares, including common mistakes and how to avoid them, goals-based planning, and how to maximize the value of stock grants and ESPPs. He is interviewed by Kathleen Cleary, the education director of the National Association of Stock Plan Professionals (NASPP). For more advanced financial-planning coverage, see the Financial Planning and Life Events sections of this website.
myStockOptions.com Podcast - NEW! Your Retirement Plan: How To Integrate Stock Compensation
Among the many ways to amass the wealth you need to fund the retirement you want, your stock compensation can play a major role. In this interview, financial advisor Daniel Zajac explains how combining equity grants with other assets can help you save enough money to fully fund your ideal retirement. The interview is a companion to Mr. Zajac's article on this topic.
myStockOptions.com Podcast - How The 2018 Tax Reforms Continue To Affect Year-End Planning For Equity Comp And Company Shares
Employees who have stock compensation must consider the tax changes made by the Tax Cuts & Jobs Act. This podcast summarizes how those changes affect year-end planning, along with strategies that apply every year-end.
myStockOptions.com Podcast - How The 2018 Tax Reforms Continue To Affect Stock Compensation And Financial Planning
NEW! In this interview, tax and securities law attorney Arthur Meyers discusses the key provisions in the Tax Cuts and Jobs Act, the tax reform which took effect in 2018, that affect individual taxation and stock compensation. He covers a range of tax-reform topics, including the changes in the withholding rates, the alternative minimum tax (AMT) provisions, and the new income triggers for the highest rate of long-term capital gains tax. He also explains the new tax-deferral opportunity for stock grants in private companies, plus the end of the performance-based exception to the $1 million corporate tax-deduction limit. The interview is a companion to our popular article on the topic of tax reform.
myStockOptions.com Podcast - The Great Drawdown: How To Optimize Stock-Based Compensation For Retirement Planning
NEW! When retirement is unplanned or taken early, there may be a gap between your retirement date and the qualifying age for retirement-plan distributions and Social Security. To bridge that gap, stock-based compensation can help, but its complexity can be confusing. In this interview, financial advisor Chuck Steege explains how you factor in stock compensation when you sequence cash flows to cover living expenses in retirement. The interview is a companion to Mr. Steege's article on this topic.
myStockOptions.com Podcast - Divorce: What Happens To My Stock Grants?
NEW! When you and your spouse decide to split, your stock grants will probably be divided too. In this interview, divorce attorney Linda Olup explains the treatment of vested and unvested stock grants in divorce, the approaches to valuation used by courts, the division of options in the property settlement, and the way courts regard stock grants as income for consideration in child support and alimony. The interview is a companion to Ms. Olup's article series on this topic.