Employee Stock Options

What to Know About Your Post-Termination Exercise Window for Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Employee Stock Options

Equity compensation is an effective tool for attracting and retaining highly qualified employees. But if you’re like most Americans, it’s unlikely you’ll remain with your current employer all the way...

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A Comparison of Employee Stock Options vs. Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options, Restricted Stock

Employee stock options and restricted stock units are collectively discussed under the umbrella of equity compensation. As equity compensation, they have some similarities. Yet they also have a lot of...

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Comparing Incentive Stock Options and Non Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options, Incentive Stock Options, Non Qualified Stock Options

Non-qualified stock options and incentive stock options are the two types of employee stock options that you may receive as part of your compensation package. While they have some similarities,...

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How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options, Non Qualified Stock Options, Restricted Stock

Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in NQSOs or all in RSUs or they may...

4 Key Highlights of Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

Employee stock options are a powerful tool for businesses to provide an incentive for key employees and those who contribute to a company’s success. Stock options give you the right...

What Happens to Your Employee Stock Options When You Leave Your Company?

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

Even if you don’t have plans to leave anytime soon, it’s not unreasonable to consider what happens to your employee stock options when you no longer work for your current...

How Do You Pay the Exercise Cost When You Exercise Your Employee Stock Options?

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

If you have employee stock options, you’ve likely spent time considering how and when to turn the value of those options into cash proceeds you can actually use. To turn...

How to Use a Stock Swap to Exercise Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

A stock swap can be a great strategy to use if you have employee stock options you’d like to exercise and hold. It allows you to use the fair market...

How Leverage May Impact the Value of Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Employee Stock Options

If you are on the receiving end of employee stock options, you might want to understand the concept of leverage, as it may have a meaningful impact on the future...

6 Steps for Handling Employee Stock Options as a Conservative Investor

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

If you done any research on equity compensation and employee stock options, you’ve likely come across terms and phrases like “concentration risk” and “too many eggs in one basket.” You...

Should You Exercise and Sell All Your Employee Stock Options Right Now?

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

If you have employee stock options, you’ve probably spent time considering the absolute best time to exercise those options — and from there, whether you should sell or hold your...

4 Questions to Ask If You Have Employee Stock Grants

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

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...

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