stock options Archives - Page 2 of 5

5 Steps to Managing Concentrated Equity in Company Stock and Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

You can develop concentrated equity positions in your investment portfolio when you own or control a single stock that makes up a significant part of your overall allocation. While there...

6 Strategies to Consider to Exercise Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 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 Jul 8, 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...

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

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

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 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...

4 Questions to Ask When Your Employee Stock Options Vest

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 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...

Why an Early Exercise of Your Incentive Stock Options Might Be Your Best Bet

by Daniel Zajac, CFP®, EA | Last updated Jul 30, 2025 | Incentive Stock Options

If you have incentive stock options but haven’t made a plan for them beyond “I’ll figure it out later,” you may want to consider the alternatives, and the alternatives are...

The Basics of Non-Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 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...

The Basics of Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

There are two types of employee stock options: incentive stock options, or ISOs, and non-qualified stock options, or NQSOs. Generally speaking, incentive stock options are the more complicated of the...

4 Strategies for Exercising Your Incentive Stock Options and the Tax Impacts of Each

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

Incentive stock options may be offered as part of an employee compensation package. In a best-case scenario, these options can offer an invaluable benefit to you as an employee. You...

How Much Company Stock Is Too Much?

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

If you are on the receiving end of equity compensation in the form of employee stock options or restricted stock, it’s easy to get excited about the prospects of an...

Cash vs. Cashless Exercise – The Employee Stock Option Conundrum

by Daniel Zajac, CFP®, EA | Last updated Jul 21, 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...