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Should You Sign Up For Your ESPP

Should You Sign Up For Your ESPP

Hi, I'm Tom Lo with Vested Financial Planning, here to help you answer the question: Should you sign up for your ESPP? The answer is if you can sell your stock within a few days after the ESPP ends, then I would max it out. Remember, you're going to get typically get...

What is an Employee Stock Purchase Plan or ESPP

What is an Employee Stock Purchase Plan or ESPP

Transcript of What is an Employee Stock Purchase Plan Hi, my name is Tom Lo. I'm with Vested Financial Planning here to help you understand a ESPP. Your ESPP or Employee Stock Purchase Plan is a benefit for many tech employees at publicly traded companies. It's a way...

Why Does Exercising ISOs Lead To AMT?

Why Does Exercising ISOs Lead To AMT?

 Transcript: Hi, I'm Tom Lo with Vested Financial Planning. I'm here to help answer the question: Why does exercising your ISOs often lead to AMT? The reason why is because AMT treats different types of income differently. When you exercise your ISOs, the difference...

Why You Should Exercise ISOs Early in the Year

Why You Should Exercise ISOs Early in the Year

 Transcript: Hi, I'm Tom Lo from Vested Financial Planning, and I'm here to help you understand why you should exercise your ISOs early in the year. The reason you want to exercise your ISOs early in the year? You can save on taxes and minimize the risk of paying...

How to Minimize AMT

How to Minimize AMT

Transcript: Hi, my name is Tom Lo. I'm with Vested Financial Planning. I'm here to help you understand how can you save taxes on your ISOs and not pay any AMT? The way you save taxes on your ISOs is when you exercise and hold them for more than a year, then they...

How To Save Taxes On ISOs

How To Save Taxes On ISOs

Transcript: Hi, my name is Tom Lo with Vested Financial Planning. I'm here to help you understand how can you save on your taxes with your ISOs. The key way of saving taxes on your ISOs is by exercising and holding them for more than a year. If you exercise and hold...

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

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