Non Qualified Stock Options Archives - Page 2 of 4

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...

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...