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What is equity compensation? Learn about restricted stock units (RSU), non-qualified stock options (NQSO), incentive stock options (ISO), employee stock purchase plans (ESPP) and more in this webinar with financial advisor Ian Barr, CFP®, MBA from Pure Financial Advisors. Ian explains time-based vesting, performance-based vesting, tax treatment, the life cycle, and benefits of the various […]
Employee Stock Purchase Plans (ESPPs) allow employees to buy company stock at a discount, fostering ownership and aligning interests with company performance. Pure’s Financial Advisor, Ian Barr, CFP®, helps you understand ESPPs’ mechanics, benefits, and key considerations so employees can maximize this benefit and manage their financial well-being. You will learn: Company stock discounts Tax […]
So you won the lottery – congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k). Joe and Big Al spitball on his options, along with the pros and cons of consolidating retirement accounts for Scott in NC, and they explain the spousal Roth IRA for Rock Rochester in Manistique, MI. Plus, should Scott in Jackson, MS sign up for the state public employees’ retirement system or a traditional retirement plan? Can Driving Fast, Loving Life in TX speed away in her Porsche from RSU capital gains? And should she and her hubbs retire abroad? Finally, can Sean in Reno, NV buy a million-dollar vacation home in 10 years, and can Jennifer in La Mirada, CA afford to retire after being forced out of a 21-year career?
