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

EPISODE · Mar 10, 2021 · 22 MIN

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

from Real Personal Finance · host Scott Frank and James Conole

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   LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

What this episode covers

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 Bes...

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Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 22 minutes long.

When was this Real Personal Finance episode published?

This episode was published on March 10, 2021.

What is this episode about?

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...

Can I download this Real Personal Finance episode?

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