Today I'm clearing up some confusion from a prior episode. I'm also tackling part 2 of our equity compensation series. Specifically, I'm sharing: <ul> <li>How ESPP Lookback Periods Work</li> <li>Qualifying vs Disqualifying Dispositions</li> <li>Tips for Offsetting an RSU Tax Bill</li> </ul> If you want to better understand the tax implications of equity compensation, you're going to love today's episode. 👉 <a href="https://www.youstaywealthy.com/133" target= "_blank" rel="noopener">Click Here to Access Show Notes and Links for This Episode</a>

Today I'm clearing up some confusion from a prior episode. I'm also tackling part 2 of our equity compensation series. Specifically, I'm sharing: How ESPP Lookback Periods Work Qualifying vs Disqualifying Dispositions Tips for Offsetting an RSU Tax Bill If you want to better understand the tax implications of equity compensation, you're going to love today's episode. 👉 Click Here to Access Show Notes and Links for This Episode

Today I'm clearing up some confusion from a prior episode. I'm also tackling part 2 of our equity compensation series. Specifically, I'm sharing: <ul> <li>How ESPP Lookback Periods Work</li> <li>Qualifying vs Disqualifying Dispositions</li> <li>Tips for Offsetting an RSU Tax Bill</li> </ul> If you want to better understand the tax implications of equity compensation, you're going to love today's episode. 👉 <a href="https://www.youstaywealthy.com/133" rel="noopener noreferrer">Click Here to Access Show Notes and Links for This Episode</a>

I Made a Mistake + Equity Compensation Part 2

An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional.

Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? 

Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

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I Made a Mistake + Equity Compensation Part 2

I Made a Mistake + Equity Compensation Part 2

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