Podcast: The Great Drawdown: How To Optimize Stock-Based Compensation For Retirement Planning

NEW! When retirement is unplanned or taken early, there may be a gap between your retirement date and the qualifying age for retirement-plan distributions and Social Security. To bridge that gap, stock-based compensation can help, but its complexity can be confusing. In this interview, financial advisor Chuck Steege explains how you factor in stock compensation when you sequence cash flows to cover living expenses in retirement. The interview is a companion to Mr. Steege's article on this topic.
We've updated our Privacy Policy, and this site uses cookies. Read the Privacy Policy to learn more.