Non-qualified stock options can build real wealth, but Guilian’s warning is that most high earners treat exercising like a one-time event instead of an ongoing tax planning strategy.
In this clip, he explains the key tax rule, why timing is everything, and what commonly goes wrong.
Disclosure: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice, an offer to buy or sell securities, or a recommendation of any strategy. Investment and tax laws can change, and the concepts discussed may not apply to every individual situation. Liberty One Wealth Advisors and its affiliates do not guarantee the accuracy or completeness of any statements, qualitative or numerical, contained herein. Nothing in this communication is intended to constitute legal or tax advice. Readers should consult with a qualified attorney or tax professional regarding their specific circumstances before making any decisions. All investments involve risk, including the potential loss of principal, and no strategy ensures success or eliminates risk.
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