I’m Daniel Zajac, CFP®

I write about employee stock options and equity compensation in a way that is easy to understand.

The Basics of Incentive Stock Options

Table of Contents What Is an Incentive Stock Option?Key Dates for Incentive Stock Options The Expiration Date of Incentive Stock OptionsWhat Happens When You Exercise Your Incentive Stock OptionsIncentive Stock Options and the AMT A Qualifying Disposition of Incentive Stock Options The AMT Credit...

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How Much Company Stock Is Too Much?

Table of Contents Understanding the Impact of Concentration Risk How Much Company Stock Should You Own?Managing Your Exposure to Company StockHow Company Stock Fits into a Retirement Plan If you are on the receiving end of equity compensation in the form of employee stock options or restricted...

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Dive Deeper

Whether you’re trying to figure out how to exercise your stock options or how those stock options may impact you at tax time, here are some resources to help.

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