• Retirement Planning with Executive Compensation - Ep. 80

  • Jun 21 2024
  • Duración: 30 m
  • Podcast

Retirement Planning with Executive Compensation - Ep. 80 Por arte de portada

Retirement Planning with Executive Compensation - Ep. 80

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  • Resumen

  • In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation.

    Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement?

    Do Roth conversions still make sense as a retiree in light of my post retirement income?

    How do I balance optimizing for taxes while managing the concentrated stock risk of this equity compensation on my balance sheet?

    For more information and show notes visit: https://www.bwmplanning.com/post/80
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