Private Equity & Wealth Planning
VIDEOS: 7
AVERAGE DURATION: 5 min
ALIGN EQUITY WITH YOUR RETIREMENT STRATEGY
Equity compensation can significantly impact long-term financial outcomes. Break down stock options, IPOs, acquisitions, taxation, and retirement planning considerations to evaluate the real value of total compensation and make informed financial decisions.
BENEFITS
✔ IMPROVED RETIREMENT PLANNING
✔ EQUITY & TAX STRATEGY
✔ CLEARER STOCK OPTIONS
*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional health, legal, tax, investment, or financial advice based on your individual conditions and circumstances. Your use of CARAVAN services is subject to additional terms and conditions.
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5 Min Understanding The Real Value Of Your Compensation
Break down the basics of the benefits that come with your job offer package.
☑ Boosted Offer Comparison
☑ Equity & Stock Awareness
☑ Improved Financial Decisions✎ Pro Tip: Take time to consider your options and see what meets your unique needs and situation the best. Consider consulting a fin...
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5 Min Private Vs. Public Equity
Understanding equity differences helps assess timing, diversification, and long-term financial impact.
☑ Improved Liquidity Awareness
☑ Better Risk Evaluation
☑ Smarter Diversification Planning✎ Learn The Facts: Private equity often carries valuation uncertainty and limited liquidity, while pu...
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5 Min Understanding How Stock Options Work
Clear knowledge of strike price, vesting schedules, and expiration windows supports informed decision-making.
☑ Clearer Option Mechanics
☑ Smarter Exercise Decisions
☑ Improved Compensation Insight✎ Pro Tip: Exercising early can start the capital gains holding period sooner, but it also increa...
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5 Min Understanding How Stock Options Are Taxed
Strategic tax planning can reduce unexpected tax liabilities and improve financial outcomes.
☑ Reduced Tax Surprises
☑ Better Timing Strategy
☑ Improved Net Returns✎ Learn The Facts: Incentive Stock Options (ISOs) may trigger Alternative Minimum Tax even if shares are not sold, making tax proj...
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5 Min Understanding Equity Compensation
Equity compensation can include stock options, restricted stock units, or performance shares.
☑ Stronger Compensation Clarity
☑ Better Offer Evaluation
☑ Improved Financial Planning✎ Pro Tip: Comparing job offers requires valuing equity conservatively and separating guaranteed pay from specul...
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5 Min Equity As Part Of Your Retirement Plan
Aligning equity with retirement strategy helps balance growth potential and stability.
☑ Better Portfolio Diversification
☑ Improved Long-Term Planning
☑ Reduced Concentration Risk✎ Learn The Facts: Holding too much employer stock increases portfolio risk, especially when income and investment...
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5 Min Financial Planning For IPOs & Acquisitions
Advance planning helps structure decisions around exercise timing, diversification, and cash flow management.
☑ Improved Exit Readiness
☑ Strategic Liquidity Planning
☑ Smarter Wealth Allocation✎ Pro Tip: Planning for taxes before a liquidity event may prevent forced selling at unfavorable tim...
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How Stock Options Work (Highlight)
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Qualified Stock Option Example (Highlight)
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The Risks Of Stock Options (Highlight)
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How To Compare Job Offers Accurately (Highlight)
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The Risks Of Stock Options (Highlight 9x16)
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Qualified Stock Option Example (Highlight 9x16)
