Save on Stock Option Taxes with 83(b) Elections

  Рет қаралды 715

Financial Design Studio

Financial Design Studio

Күн бұрын

83(b) elections are a great way to use stock options to build wealth. But, timing is crucial for the tax benefits! This video will break down the what, why, when, and how's of 83(b) elections.
CHAPTERS :
0:32 Do you have stock options?
1:58 How to do an 83(b) election?
3:02 What does this look like with numbers?
4:03 What is the impact on your taxes?
4:46 When should you NOT do an 83(b) election?
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We are Financial Design Studio: Michelle, Steve, Rob, Trevore, Jake, Lisa, Anna. A team of experience, fee only, fiduciary financial advisors in Chicago. Our team specializes in tax efficient financial planning and investment management. With us on your side, you gain the clarity you need to confidently live your life.
Part of our job is to teach you about finances and how to make educated choices with your money. If you want to know more about the complex processes of taxes, insurance, planning, retirement, or investments, then subscribe! … because this channel is for you!
Disclaimer : All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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