Incentive Stock Options Archives - Page 3 of 9

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...

How and Why to Exercise Your Incentive Stock Options Early in the Calendar Year

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

Are you considering exercising your incentive stock options (ISOs) this year? Before deciding, it’s important to consider the potential tax implications of when and how to proceed. In terms of...

6 Reasons to Exercise Your Incentive Stock Options When the Price Is Down

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

No one likes to see a stock they own go down in value. When we buy stock, we hope the price rises so we can earn a profit on our...

4 Taxes to Plan for When You Sell Your Incentive Stock Options

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

If you try and look up information to learn more about your incentive stock options, most of what you’ll find addresses what happens when you exercise your options — but...

How and When Are Incentive Stock Options Taxed

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

Incentive stock options are a form of employee compensation that allows you to participate in the appreciating value of a company’s stock price. A type of stock option that comes...

How to Exercise Incentive Stock Options to the AMT Crossover Point

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Alternative Minimum Tax, Incentive Stock Options, Strategies for Maximizing Equity Compensation

Finding the best time and best strategy to exercise incentive stock options is difficult. Competing considerations on income tax, investment planning, and financial planning make it difficult to address the...

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...

4 Ways to Lower the Alternative Minimum Tax when you Exercise Incentive Stock Options

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

When you exercise and hold incentive stock options, it’s very possible that you will be subject to the alternative minimum tax (AMT). This part of the tax code gets complex,...

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...

Casual,Young,Man,Using,Laptop,With,Happy,On,Sofa,In

Incentive Stock Options and The Alternative Minimum Tax

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

If you have incentive stock options, you’ve likely heard the term alternative minimum tax, or AMT. But what is the AMT, and how is it calculated? It’s a type of...

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...

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...