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 […]
non qualified stock options
Coupling Employee Stock Options and Restricted Stock with Social Security Income
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 receive (and […]
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 certain period of time. If the future stock price appreciates above the stated grant price (the […]
6 Strategies to Exercise Your Employee Stock Options
The decision to exercise your employee stock options can be a difficult one, regardless of whether you have incentive stock options or non-qualified stock options. You have to consider potential tax implications, whether or not you have the necessary cash flow to execute a chosen strategy, and of course, deal […]
Exploring the Details of A Cash Exercise of Stock Options
When it’s time to exercise your employer-provided stock options, you generally have one of two options: a cash exercise or a cashless exercise. You may choose a cash exercise in the hope of achieving preferential long-term capital gains treatment on further appreciation of the stock. In addition, you choose a […]
The Math Behind a Cashless Exercise of Non-Qualified Stock Options
When the time comes to exercise your non-qualified stock options, you may find yourself asking about the process, the cost, and how it actually happens. This may lead you to ask whether to do a cash exercise or a cashless exercise. Many people default into a cashless exercise for a […]
