Episode 17: Concentrated Equity Strategies Part 2 of 2

A&I Financial Services > Podcast > Episode 17: Concentrated Equity Strategies Part 2 of 2

Episode Summary

February 2, 2021 | 00:25:29 | E17

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation and more. Learn the first thing and most important to do when you receive a concentrated equity plan. We also discuss how to build a secure financial plan if you are going to keep a large amount of money in the equity of a single company. Know that you are in good company. Many people have struggled with the same issues!