Retirement Planning with Executive Compensation - Ep. 80

from FPO&G: Financial Planning for Oil & Gas Professionals

In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation.Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement?Do Roth conversions still make sense as a retiree in light of my post retirement income? How do I balance optimizing for taxes while managing the concentrated stock risk of this equity compensation on my balance sheet?For more information and show notes visit: https://www.bwmplanning.com/post/80

Episode metadata supplied by the publisher feed · Published Jun 21, 2024

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Retirement Planning with Executive Compensation - Ep. 80

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This episode is 30 minutes long.

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This episode was published on June 21, 2024.

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