Posts tagged non qualified stock options
Employer Stock Planning in the year of retirement for NQSOs or ISOs
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.

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Empoyer Stock Compensatio, Fee-Only Financial Advice, Fiduciary, Financial PlanningJames L. SextonPhillip James Financialfee only certified financial planner near me, retirement advisor, fiduciary near me, nqsos, non qualified stock options, planning for retirement
In Depth Understanding of Employer Stock Compensation (Part 1)
In Depth Understanding of Employer Stock Compensation (Part 1)

Weather you just started receiving employer stock as part of your compensation package or have been receiving it for several years, having a plan in place for managing this critical component of your income and net worth is essential.

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Fee-Only Financial Advice, Investment Education, Tax Planning, Empoyer Stock CompensatioJames L. SextonPhillip James Financialstock compensation, RSUs, Restricted Stock, Employee stock purchase program, incentive stock options, non qualified stock options, how to deal with stock compensation, Medtronic restricted stock units (RSUs), RSU planning, restricted stock advisor, fee only advisor, fiduciary advisor, retirement advisor, Minnesota financial advisor