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The Five Biggest Mistakes Employees Make With Their Employer-Based Stock

Many corporate and tech employees accumulate a great deal of employer stock via Restricted Stock Units (RSU), Incentive Stock Options (ISO), Non-Qualified Stock Options (NSO) and Employer Stock Purchase Plans (ESPP). In this episode of Coffee, Sweaters, and Finance, Morgan Ranstrom, CFA, CFP® and Bill Mulvahill, CFP®, CPA, fee-only financial planners at Trailhead Planners, list the five biggest mistakes employees make with their employer-based stock.

Questions we discuss: 

  • What tax mistakes do owners of company stock often make?
  • What investment mistakes do owners of company stock often make?
  • How much is too much when it comes to a concentrated stock position?

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