Equity Compensation & Concentration Snapshot
What type(s) of equity compensation do you receive or participate in?
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What type(s) of equity compensation do you receive or participate in?
What company do you work at?
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What percentage of your total portoflio (investments, retirement plans, etc.) is in either your current employer's stock or other single company stocks?
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What percentage of your total portoflio (investments, retirement plans, etc.) is in either your current employer's stock or other single company stocks?
What phrase most accurately describes your feelings about your current employer's equity and/or single stocks you hold?
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What phrase most accurately describes your feelings about your current employer's equity and/or single stocks you hold?
Do you have a plan for when you will sell company stock?
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Do you have a plan for when you will sell company stock?
Do you have a plan for managing the tax implications of upcoming sales and/or vests of your equity?
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Do you have a plan for managing the tax implications of upcoming sales and/or vests of your equity?
Have you ever filed an 83(b) election on any of your grants?
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Have you ever filed an 83(b) election on any of your grants?
What was your total taxable income last year?
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What was your total taxable income last year?
Roughly what percentage of your income last year came from equity compensation?
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Roughly what percentage of your income last year came from equity compensation?
Have you ever worked with a financial advisor on your equity compensation?
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Have you ever worked with a financial advisor on your equity compensation?
Have you ever worked with a tax professional (e.g., CPA) on your equity compensation?
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Have you ever worked with a tax professional (e.g., CPA) on your equity compensation?
What's your biggest financial concern right now?
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