Top Strategies for Employer Stock Options скачать в хорошем качестве

Top Strategies for Employer Stock Options

As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of the variables you should weigh as you determine how best to handle your equity compensation. Ready to level up your equity comp plan? Let's dive in. ⏱️ TIMESTAMPS 00:00 - Introduction & Podcast Welcome 00:31 - What Are NSOs? 03:41 - Key Definitions: Strike Price, Vesting, Expiration 05:45 - How NSOs Work 07:20 - Taxation of NSOs 09:15 - Planning Decisions: When to Exercise 11:00 - Four Ways to Handle Your Stock Options 18:30 - Tax Strategies & Planning Examples 22:00 - Risk, Concentration, and Company Growth 24:00 - Summary & Final Thoughts 25:00 - Call to Action: Consult & Resources 🎯 RESOURCES FROM THIS EPISODE: Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8 Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact Visit our website to request a complimentary consultation: https://www.abundancewm.com DISCLAIMER The discussions contained in and referred to in this video are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this video, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this video. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.