Posts tagged fiduciary near me

Employer Stock Planning in the year of retirement for NQSOs or ISOs

First off, congratulations! You have sacrificed, saved, and worked hard to be in the position you are today. But before you retire and enter an exciting new chapter of life, let’s look at some planning items to consider when it comes to selling your employer stock options in the year of retirement.

Empoyer Stock Compensatio, Fee-Only Financial Advice, Fiduciary, Financial PlanningJames L. SextonOctober 8, 2020Phillip James Financialfee only certified financial planner near me, retirement advisor, fiduciary near me, nqsos, non qualified stock options, planning for retirement

Employer Stock and Charitable Gifting

Those with charitable inclinations along with substantial employer stock positions have a unique planning opportunity to reduce taxes, risk, and fund future charitable goals. Utilizing a Donor Advised Fund in conjunction with employer stock sales can help accomplish this.

Fee-Only Financial Advice, taxes, Tax PlanningJames L. SextonSeptember 10, 2020Phillip James FinancialEmployee Stock, NQSOs, tax planning, charitable gifting, donor advised funds, fiduciary near me, non-qualified restricted stock units (RSUs), incentive restricted stock units (RSUs), employer stock, general mill restricted stock units (RSUs), us bank restricted stock units (RSUs)