The Equity Compensation Guidebook

Paying for College with Equity Compensation, Ep 17


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In this week's episode, we're going to start diving into using equity compensation to pay for college. It should be rather straightforward, right? Just sell some equity compensation, pay the applicable taxes, and then use whatever's left to pay tuition. I guess that is kind of simple, isn't it? Of course, doing it both effectively and efficiently is another story. Things such as optimizing any financial aid from the college you may qualify for, not messing up your future retirement plans, and as always not tipping Uncle Sam by paying out more in taxes than necessary. Listen up as we get down to the details! 

You will want to hear this episode if you are interested in...
  • Selling equity compensation positions and using proceeds to pay for college [1:23]
  • Recap on NSO’s [3:06]
  • Using restricted stock unit’s [6:24]
  • Employee stock purchase plans [7:57]
  • Why you should sell the positions with the smallest gains [10:16]
  • This week’s FLASHBACK [12:43] 
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The Equity Compensation GuidebookBy Daniel Johnson