Non Qualified Stock Options

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Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains Tax

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

When it comes to evaluating strategies to exercise your Non-Qualified Stock Options (NQSOs), what is your best plan of attack? Do you: Exercise and sell all your NQSOs immediately, cashing...

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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...

9 Year-End Planning Tips for Your Equity Compensation

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

You might not give much thought to the equity compensation you receive throughout the year (until you’re forced to take action with it). But even if you do have a...

Understanding the 83(b) Election for Non-Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Non Qualified Stock Options, Pre-IPO / Private Stock

If you have non-qualified stock options, you’ve likely spent time researching when and how you’ll face taxes for them. As a general rule, you will be subject to ordinary income...

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10 Things to Know About Non-Qualified Stock Options

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

Non-qualified stock options (NQSOs) are a common compensation feature provided to employees as part of a compensation package. If you have access to these perks, they give you the opportunity...

The Math Behind a Cashless Exercise of Non-Qualified Stock Options

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

The Basics of How Non-Qualified Stock Options are Taxed

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

The income tax rules for an exercise of non-qualified stock options are relatively straightforward. You generally do not owe taxes when you are granted non-qualified stock options. You don’t owe...

The Basics of Non-Qualified Stock Options

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

Non-qualified stock options are a type of employee stock option that is unique in that they retain tax characteristics similar to restricted stock units and employee control and decision-making similar...

Evaluating 3 Non-Qualified Stock Option Exercise Strategies

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

Non-qualified stock options (NSOs) are commonly issued to allow employees to participate in the upside potential of a company. While they can offer the potential to amass wealth, they’re also...

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