cover of episode I Made a Mistake + Equity Compensation Part 2

I Made a Mistake + Equity Compensation Part 2

2021/11/16
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Stay Wealthy Retirement Podcast

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The host clarifies a mistake made in a previous episode regarding General Electric's stock split and discusses the implications of stock splits on investor perception and accessibility.

Shownotes Transcript

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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