On today’s show I break down one of the most confusing areas in personal finance: what to do with your company stock and stock options. These plans can be incredibly valuable, but only if you understand how they work – and how the tax rules hit you.
I walk through the most common types of stock compensation, explain the differences in plain English, and I’ll show you where people often leave money on the table. Then I’ll dig into the tax side, which is where the real strategy lives. And by the way – it’s not quite as complicated as you think!
If you’ve ever stared at your equity and thought, “Okay… now what?” I’ve got you. It’s a lot to cover, but I break it all down in a simple, workable way so you can make smarter choices moving forward. Tune in and find out more!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)