If you’re a corporate executive, your compensation package is likely far more complex than just a simple paycheck. Stock options, restricted stock units, deferred compensation, and equity awards can add up to meaningful wealth but only if they’re managed well.  

In today's episode of Purposeful Planning, we’ll walk through the key components of executive compensation and what it takes to make sure you’re not leaving money on the table or creating unnecessary tax exposure along the way. 

Sources: 

1. https://www.aspenwealthmgmt.com/resource-center/investment/executive-compensation-planning-maximizing-your-equity-benefits  

2. https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options  

3. https://www.aspenwealthmgmt.com/resource-center/financial-planning/knowing-how-and-when-to-sell-rsus/  

4. https://www.aspenwealthmgmt.com/resource-center/blog/equity-compensation/  

5. https://www.irs.gov/pub/irs-drop/rp-12-29.pdf  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

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