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
Category: NQSOs
Nonqualified stock options (NQSOs or NSOs) are a type of stock option. When nonqualified stock options are exercised, the individual recognizes ordinary income on the spread between the strike price and the value of the stock at exercise. Learn more about financial and tax planning considerations for NQSOs, 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.