Become smarter about stock options, ESPPs, restricted stock, and stock appreciation rights

Individuals Whether you're a stock plan participant or a professional, we offer you content and tools to fit your needs.				Corporate Help your employees understand and appreciate their stock grants and prevent tax mistakes.				Financial and Wealth Advisors Track your clients' grants and give them the expert advice they demand.
Learn more				Learn more				Learn more

Click on the arrow above for new and updated content.

FINANCIAL PLANNING

How To Avoid The Most Common Stock Option Mistakes (Part 1)

By Beth Walker

Better Late Than Never: Stock Option Strategy For The Market Upturn

By Michael Beriss

Reframing Your Stock Option Exercise Strategy In Volatile Markets

By Tom Davison


RESTRICTED STOCK & RSUs

Why You'll Learn To Like Restricted Stock Grants

By Richard Friedman

Decisions At Vesting With Restricted Stock (Part 2): Hold Or Fold?

By Tom Davison



EMPLOYEE STOCK PURCHASE PLANS

Fundamentals Of Employee Stock Purchase Plans (Part 1): Basic Structure And Terms

By Alisa Baker

Employee Stock Purchase Plans & Your Financial Planning (Part 1)

By Bruce Brumberg

	"I routinely recommend myStockOptions.com as the premier online resource of education in stock options, restricted stock, and ESPPs. It saves me time. Instead of constantly coming to me with questions, our employees visit the site for its trustworthy educational content and tools." Charles E. Hall, Sr., AFLAC Second Vice President Corporate Stock Option Plans Administrator

ALTERNATIVE MINIMUM TAX

Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax

By Marilyn Renninger

The ISO Tax Trap And The AMT Credit Myth: What To Do Before Exercise And At Year-End

By Alan Ungar


LIFE EVENTS

Retirement Planning With Your Stock Options And Other Stock Compensation (Part 1: Pre-Retirement Planning)

By Carol Cantrell

I'm Getting Divorced: What Happens To My Stock Options? (Part 1)

By Linda Olup


HIGH NET WORTH/
EXECUTIVES & DIRECTORS

How To Use Rule 10b5-1 Trading Plans To Sell Company Stock (Part 1)

By Darryl Rains and Sunil Kulkarni

Hedging Your Employee Stock Options (Part 1)

By Robert Gordon

	"I just want you to know that of the many resources I use for stock option (and insider trading) information, you are the best (and my favorite). Everything is in laymen's terms and so very helpful." Liz Chemnitz Senior Vice President Harleysville National Corporation

MERGERS & ACQUISITIONS

My Company's Being Acquired: What Happens To My Stock Options? (Part 2)

By Richard Lintermans