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Bullish or bearish, AI stocks will still dominate 2024, even beyond. Why I prefer NVIDIA is that they are better placed to maintain long-term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

Well, I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered and I don't know where to go here out of devastation.

Great video!

With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

Excellent explanation, very clear and easy to understand. Thank you!

Johnson George Robinson Margaret Garcia Carol

Hall Larry Hall Mary Gonzalez Christopher

Thomas Patricia Thomas David Clark Kevin

Hernandez Dorothy Rodriguez Sarah Perez William

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

Thomas Margaret Smith John Hernandez Linda

Martin Patricia Jackson Robert Lee Shirley

Young Robert Taylor Kevin Williams Amy

Moore Dorothy Jones Steven Wilson Anthony

Thomas Kevin Hall Laura Garcia Kevin

Hernandez Jessica Anderson Lisa Davis Barbara

Jackson Daniel Lopez Daniel Lee Susan

Thank you for the visual. After several videos I was so confused on the tax implications but the graphic made complete sense.

Thank you for the clear example! I have a question for a different situation: If the price was $15 on the offering date and dropped to $10 on the purchase date, then I sold it at $20 after 2 years from the offering date, how much will become capital gain? $5 or $10?

Wilson Margaret Clark Jessica Wilson Jennifer

Gonzalez Scott Harris Angela Jones Angela

Just sell, put in ROTH and trade SPY options (sell puts/calls -> wheel strategy) !😎

Martinez Kevin Martinez Charles Anderson Timothy

Really straight forward explanation! Thanks

I believe the retirement crisis will get even worse. Many struggle to save due to low wages, rising prices, and exorbitant rents. With homeownership becoming unattainable for middle-class Americans, they may not have a home to rely on for retirement either.

At 5:12, why is cost basis the blue line and not the 8.50 line? Thanks!

What if your company do a stock split on your 2000 stocks promises In a 1 out of 10 ratio ?

For NQSOs: Income tax is realized when options are exercised. Then say I hold on to the shares for a certain amount of time for whatever reason, the shares have appreciated in value. When I sell, would that just be LT gains tax? Thanks!

Whoooph! That's tough!

Mike, thank you for XYPN presentation about equity compensation, it’s was brilliant 🎉 Lyubomyr

If ESPP fund is after tax fund, W2 Box 1 should not be included ESPP fund. So only at the time selling ESPP, the related oridinary income tax and Capital Gain tax need to be calculated.

Is ESPP after tax fund or before tax fund ?

This was extremely helpful - thank you!

This is the best ESPP explanation I have seen on RUclips

Great video! Clear and to the point explanation of the RSU process. My one question is if we can sell our vested RSUs if the company is private?

Can you help me understand how the RSU share tax withholding would appear on a W-2? I am afraid that my shares are being withheld but the withholding doesn’t appear on my w-2 and I am paying taxes twice on them.

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

How can I perform my calculations if the Company didn't grant me in terms of number of stocks but instead gave me a value in USD?

Thanks for this information! Really appreciated 😊

Hello! In this example, are ether or these plans qualified or non-qualified plans?

Thank you for this, it was very helpful and you did a great job breaking the ESPP process down!

if I have strong evidence that the company will do well in the future, would it make sense for me to exercise when the actual price of the stock is close to the exercise price? Would I theoretically avoid the income tax and only need to pay capital gains?

What happens when your company withholds shares but the total price of those shares are bigger than your tax amount? Ie your shares are on each 1k you got 4 shares and your tax income is about 30% so your company withholds 2 shares (2k) to pay 1.2k usd. Do you lose the other 800 usd ? Is there a way to recover them? Thanks for your video !

🎯 Key Takeaways for quick navigation: 00:04 *💼 Understanding Employee Stock Purchase Plans (ESPPs)* - Employee Stock Purchase Plans (ESPPs) allow employees to purchase company stock at a discounted price through payroll deductions. - Enrollment periods determine participation, with employees electing to allocate a percentage of their salary to the ESPP. - Contributions accumulate in an escrow account until the purchase date, usually every six months, when stock is bought at a discount. 03:37 *💰 Taxation of Employee Stock Purchase Plans (ESPPs)* - ESPPs are subject to various tax implications, including ordinary income tax, short-term capital gains tax, and long-term capital gains tax. - Qualified ESPPs offer preferential tax treatment if the stock is held for at least one year from the purchase date and two years from the offering date. - Understanding the taxation timeline and potential tax benefits is crucial for maximizing returns and minimizing tax liabilities. 07:09 *📈 Deciding When to Sell ESPP Stock* - Employees must consider their risk tolerance and concentration risk when deciding when to sell ESPP stock. - Selling immediately locks in the discount but results in immediate taxation, while holding for longer may qualify for lower long-term capital gains tax rates. - The decision to hold beyond the two-year period depends on the stock's performance during the offering period and its impact on tax liabilities. Made with HARPA AI

this helped me so much

Thank you. How to report it on the tax form?

When your employer sells RSU shares to cover withholding, do they report that withholding on the W-2 in the same box as withholding for wages?

Excellent video !! Thanks.

My company is doing the cash bonus option and I can't wait until my 1st grant date!