How Should Spouses Claim Their Social Security Benefits?
Retirement Answer Man
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How to Optimize Your Tax Planning
If you're not highly overfunded and already resilient, I would treat this as compensation. And it's easy to overestimate or be overly optimistic on the prospects for that company. Even if it's an amazing company, if it happens to go through an economic storm in general, it will be affected. The value of those stock options is fictional. You don't want to lose the value of that because you're trying to get cute on taxes.
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