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I Made a Mistake + Equity Compensation Part 2

I Made a Mistake + Equity Compensation Part 2

Today I’m clearing up some confusion from a prior episode.

I’m also tackling part 2 of our equity compensation series.

Specifically, I’m sharing the following key takeaways.

Key Takeaways
  • How ESPP Lookback Periods Work
  • Qualifying vs Disqualifying Dispositions
  • Tips for Offsetting an RSU Tax Bill

If you want to better understand the tax implications of equity compensation, you’re going to love today’s episode.

How to Listen to Today’s Episode:

Episode Links & Resources:

Episode Transcript

[fusebox_transcript]

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.