The Incentive Stock Option and Non-Qualified Stock Option Guide will cover:
- How stock options work
- Stock option terminology
- The taxation of ISOs and NSOs
- When to consider exercising and selling
- What happens to stock options after a sale or IPO
- Vesting of options
- Incentive stock options vs nonqualified stock options
- What to expect after a merger or acquisition
- What happens to stock options if you leave your job?
- Public and private company considerations
- Risks of holding company stock and diversification strategies
- Investing a windfall
- Integrating the proceeds into your financial plan