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Oftentimes, there is a significant gap between the information that companies who offer stock based comp to their employees think they are providing versus the amount of information those employees feel that they receive. And this information gap can make it hard to know which end is up.
In this episode, Malcolm Ethridge is joined with Bruce Brumberg, co-founder and editor in chief of MyStockOptions.com, as they discuss some of the financial planning rules of thumb when it comes to stock options. Malcolm and Bruce go deep on some of the more technical factors that plan participants should consider before making decisions regarding their equity comp.
Bruce discusses:
- Setting goals to manage equity comp
- The importance of learning what happens when you leave your company and telling your family members
- Exceptions to the standard rule of waiting as long as possible to exercise your stock options
- The tax bracketing approach to stock options
- And more