Title: Certified Financial Planner | Financial Advisor Philadelphia PA
Description: Daniel Zajac, CFP®, AIF®, CLU®, is a Partner and Financial Advisor with Simone Zajac Wealth Management Group based in the Philadelphia, PA area.
Keywords:diversify stock options, diversify company stock, employees stock options, company stock, concentrated equity, qualified charitable contribution, qcd, giving your rmd to charity, give my rmd to charity, 83b, 83b election, restricted stock, rsus, 83b election, rsus, required minimum distributions, rmd, retirmement income, pre-rmd planning, required minimum distribution, retirement income, employer stock options, stock options, liquidated employee stock, sell stock options,
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employee stock options, exercising stock options, strategies to exercise stock options, non qualified stock options, restricted stock units, non qualified deferred comp, nqdc, retirement planning, non qualified deferred compensation, cash exercise, cash vs. cashless exercise, incentive stock options(View Less)
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