02.07.2024 - By Peter Lazaroff
Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies. Listen now and learn: The essential considerations and tax implications for incorporating equity compensation into your financial plan Unique risks faced by employees with large company stock positions A systematic approach to managing company stock Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. [2:17] Understanding Deferred Compensation [3:43] Equity Compensation and Vesting Schedules [6:01] Restricted Stock vs. Stock Options [9:21] Tax Implications of Stock Options [14:05] Employee Stock Purchase Plans [17:36] Concentrated Stock Positions and Risks [21:05] Integrating Company Stock in Financial Planning [33:06] A Systematic Approach to Managing Company Stock