Episode 133
I Made a Mistake + Equity Compensation Part 2
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
November 16, 202121m 38s
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Show Notes
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.
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