Some companies offer employee stock grants as part of a compensation package to help attract, retain, and reward key employees. Both the business and the employee share the hope that the stock price of the company will increase over time, which in turn can increase the success of the business […]
Employee Stock Options
What You Should Know About Cash Exercises of Employee Stock Options
There are many reasons to exercise your employee stock options: a pending retirement that might require re-allocating assets; an approaching expiration date that warrants a “use it or lose it decision; a strategic exercise plan that integrates tax and financial planning. Coming up with “why” you might want to do […]
4 Non-Tax Questions You Need to Ask of Your Employee Stock Options
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 […]
5 Basics I Wish Everyone Knew About Employee Stock Options
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 […]
7 Steps To Handle Employee Stock Options During Market Volatility
If you own company stock or employee stock options, it’s possible that you have experienced market volatility and have seen firsthand how a quick change in the stock price can materially impact the value of your stock options. A rising stock price can quickly change the value of your stock […]
What You Need to Know About Employee Stock Options
Access to employee stock options represents an agreement between you and your employer that allows you to purchase a specified number of shares of the company’s stock at a fixed grant price for a specified period. If the future stock price appreciates above the stated grant price (the price at […]
