The difference between restricted stock and stock options are that formost people in most situations, there's far less tax planting you can do. So regardless of what you do with the stock after when it becomes unrestricted, which is really what she's talking about. If they work for one of the few companies still using stock options versus restricted stock units, that's a whole different game. Nice crash, course, in stock options versus r s us. Enjoy this science experiment. I think sherrell's question, put the fun in financial. I think you need learn how to spell. Put the fin in financial. i don't know. Put the fun in fungible.
#394: Bill listened to our episode with Bill Bengen, father of the 4% rule, and he wants to know if there was a way for him to figure out how much money he should be keeping in cash.
Sheryl gets stock from her company, and she would usually sell it…but the stock value has decreased. And now, she isn’t sure what she should do.
Heather inherited an IRA but MUST empty it within ten years - but she doesn’t need it right now. What should she do??
Julie and her husband have access to an HSA for ONE MONTH. Can they max it out before they lose access to it?
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough questions.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
For more information, visit the show notes at https://affordanything.com/episode394
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