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The Three Things To Consider With Every Company Stock Grant Your Receive

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 participation in an Employer Stock Purchase Plan (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 three things to consider with every stock grant an employee receives.


  • How to think about the other side of the coin (the risk!) of company stock.
  • Is my company stock going to impact my tax return?
  • What key investment principle do I need to consider with my company stock?

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