090 - How Do I Determine Taxes Owed on RSUs and ESPPs?

Real Personal Finance

תוכן מסופק על ידי Scott Frank and James Conole, Scott Frank, and James Conole. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Scott Frank and James Conole, Scott Frank, and James Conole או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

3y ago 22:34

MP3•בית הפרקים

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

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