Episode 61: A Crash Course on Equity Compensation

How can executives make the best use of their company stock? In this episode, we break down a few common forms of granting stock, and strategies for how to exercise them in a tax efficient way. But that’s not all, so take a listen for a crash course on equity compensation!

Take a listen right here, or head over to your favorite steaming platform!

Related Links

Do I Own Too Much Company Stock? Read about this in our article!

Resources we have on executive benefits:

• Is Deferred Compensation a Good Idea?
• NQSOs vs ISOs: What’s the Difference?
• A Guide to Restricted Stock Units (RSUs)
• Health Insurance Options for Early Retirement
• How Will Your Pension Choices Impact Your Retirement?

Watch our videos on different forms of equity compensation:

• The Basics of Non-Qualified Stock Options
• The Basics of Incentive Stock Options
• The Basics of Restricted Stock Units

Timestamps

2:12 Forms of compensation for executives

13:57 How to choose what risk you bring on

21:58 About Incentive Stock Options (ISOs)

29:49 About Non-Qualified Stock Options (NQSOs)

33:08 About Restricted Stock Units (RSUs)

42:08 About Employer Stock Purchase Plans (ESPPs)

53:26 Strategies to consider before retirement

Credits for Episode 60

Host: Michelle Smalenberger, CFP®

Guest: Trevore Meyer, CFP®

Executive Producer: Anna Lewis

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