Today's episode of the Equity Compensation Guidebook is the start of another mini-series. I did one before and the responses were positive so I thought I would do another. Plus, this is a great way for me to dive deeper into an equity compensation-related topic. These can be complex topics and my choices are to do a long episode or break the topic into manageable parts. My philosophy is to keep these episodes well under 30 minutes. Why? As a child of the '80s, I learned everything can be solved in a 30min sitcom episode. I figure that applies to podcasts too, right? I covered the generalities of what net unrealized appreciation or NUA is in episode 28 so if you haven’t already, go check that one out! And if you have, thanks!

You will want to hear this episode if you are interested in...

• Don’t be an NUA guinea pig [1:30]
• The rollover Individual Retirement Account [2:55]
• The lump-sum [4:08]
• When to consider an NUA [5:33]
• Saving big when you utilize an NUA [6:14]
• This week’s FLASHBACK [8:51] 

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