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
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.
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
How Non-Qualified Stock Options Are Taxed
Updated for 2023. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and
What Happens to Stock Options After a Company is Acquired?
What happens to stock when a company is bought out or acquired? If you have stock options, RSUs, or another type of equity compensation, you’ll