16 min
Stock Option Mayhem! | Series 2.8 Enjoy More 30s: Family Finance
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- How To
Make sense of all those restricted stock (RSU), stock options, and stock purchase plans (ESPP) into a plan that can most benefit you.
Restricted stock units (02:58): become immediately taxable in the year they vest (04:32)Stock options: don't incur taxation when they vest (06:33)Stock purchase plans: buying into your company's stock at a discount (09:12)
Quote for the episode: "What you can do is really make sure you're paying attention to this balance of being tax efficient versus being overly concentrated, and therefore kind of exposed to how one company may be doing or perceived to do."
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
Make sense of all those restricted stock (RSU), stock options, and stock purchase plans (ESPP) into a plan that can most benefit you.
Restricted stock units (02:58): become immediately taxable in the year they vest (04:32)Stock options: don't incur taxation when they vest (06:33)Stock purchase plans: buying into your company's stock at a discount (09:12)
Quote for the episode: "What you can do is really make sure you're paying attention to this balance of being tax efficient versus being overly concentrated, and therefore kind of exposed to how one company may be doing or perceived to do."
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
16 min