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.
- 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:
- 👉 Get Your FREE Retirement Assessment
- GE Stock Split [Yahoo! Finance]
- Apple Stock Split History [Investopedia]
- Equity Comp Resources:
- Donor-Advised Funds: