How Do Stock Options Work?
Stock options or awards can be quite complex. But it’s important to understand how stock options work, especially if it’s a big part of your
Category: ISOs
Incentive stock options (ISOs) are a type of stock option. If holding periods are met, incentive stock options qualify for favorable long-term capital gains tax treatment. But there are risks. Learn more about financial and tax planning considerations for ISOs, such as exercising options, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds. The blog also discusses liquidity events such as IPOs, mergers, or acquisitions and what happens to stock if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth.
How Much Money Should I Have in Employer Stock?
It is not uncommon for employees with stock options or equity based compensation to hold too much employer stock. Employees don’t often realize how much
Are You Holding Employer Stock in Your Retirement Plan?
Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms