Confessions of a Financial Planning Junkie
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
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 …
An employee stock option is an agreement that allows for the purchase of a specified number of shares of company stock by an employee at a stated price and for a certain period of time. If the market value of the stock price appreciates above the stated exercise price (the price at which you can …
[Read more...] about An Introduction to Incentive and Non Qualified Stock Options
The choice to exercise your employee stock options can be a difficult one, regardless of whether you have incentive stock options or non-qualified stock options. Difficult because of the potential complexities of exercise and technical jargon required in the process. Other issues may be …
[Read more...] about 6 Strategies to Exercise Your Employee 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, …
[Read more...] about Exploring the Details of A Cash Exercise of Stock Options
