Wed, 13 February 2013
How can you use stock options as part of your overall financial plan? In this podcast, Chad Burton, CFP®, discusses the different types of stock options you need to know about (restricted, incentive and non-qualified stock options) and why and when you should diversify out of your stock options. He'll also explain why incentive stock options are becoming more popular again and discuss when to sell and reinvest an Employee Stock Purchase Plan.
Direct download: Planning_with_stock_options_treat_as_income.mp3
Category:financial planning -- posted at: 5:58pm PDT