Incentive Stock Options and Executive Compensation
When dealing with employee stock options, the conversation usually centers around issues of income tax and investment risk. We talk about taxes because the amount of tax you pay has an impact on how much money you actually receive when you finally sell your shares. The issue of how much tax you …
[Read more...] about 4 Non-Tax Questions You Need to Ask of Your Employee Stock Options
Retirement planning is often summed up into a single question: How much money do I need to retire? Unfortunately, this question leaves many well-intentioned retirees far short of the actual goal. While understanding how much your retirement may cost, it’s just one part of a complete, sound …
[Read more...] about What You Need to Know About Drawing Down Your Assets in Retirement
There is no easy way around it, employee stock options are complicated. And depending on the type of stock options you have, how many you have, other types of employee stock options you own -- along with all your other specific financial planning needs -- understanding what to do with your …
[Read more...] about 5 Basics I Wish Everyone Knew About Employee Stock Options
When you exercise and hold incentive stock options, it’s very possible that you will be subject to the alternative minimum tax (AMT). This part of the tax code gets complex, making it difficult to understand. One way to think of the AMT is a pre-payment of income tax on exercised incentive stock …
Not all stock options are created equal. Although things like employee stock options or restricted stock may sound similar, the rules around each get complicated -- and fast. Everything from when you exercise, how you exercise, and what type of vehicle you own impacts the after-tax amount you …
