Employee Stock Options

What You Should Know About Cash Exercises of Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | 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...

4 Non-Tax Questions You Need to Ask of Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | 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...

5 Basics I Wish Everyone Knew About Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | 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...

7 Steps To Handle Employee Stock Options During Market Volatility

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

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...

What You Need to Know About Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | 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...

6 Strategies to Consider to Exercise Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | 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...

Exploring the Details of A Cash Exercise of Employee Stock Options

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

When it’s time to exercise your employee stock options, you generally have one of two options to consider: you can do either a cash exercise or a cashless exercise. The...

4 Questions to Ask When Your Employee Stock Options Vest

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

Employee stock options may be issued as part of an employee compensation package. Companies may offer this type of equity compensation as a way to reward key employees and retain...

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Cash vs. Cashless Exercise – The Employee Stock Option Conundrum

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

When you exercise your employee stock options, you may want to consider one of the following options to implement the exercise: A cash exercise, or a cashless exercise. This is...

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3 Employee Stock Option Exercise Strategies You Need to Know

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

Receiving employee stock options from your employer is great, as it indicates that your company sincerely values you. They want to keep you, and keep you happy! Furthermore, stock options...

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