Do you know, more or less, how RSUs work, but ESPPs are a complete mystery? Join many of our clients in that confusion. And frankly they are stupidly complicated for the amount of money they’re worth to you.
Stock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes to stock compensation.
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But, Meg, what will I live on?
A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation in her company’s (Airbnb’s) ESPP but also maxing out her after-tax contributions to her 401(k).
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Do you ever feel that your cash flow should be easier to get a hold of? You should be able to automate it? Not have to think about it so much? Not have to move money around with your delicate hands so often?
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