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

 

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