Richard Lintermans
The terms of your option grants, the terms of the M&A deal, and the valuation of your company's stock all affect the treatment of stock options in M&A. What happens to your unvested options is the main focus of concern.
Marilyn Renninger
Exercising stock options is like playing a hand of cards: if your plays are strategic, you'll probably "know when to hold them and when to fold them." But, as always, rules and regulations apply to what you can do.
Kate Victory
UPDATED! It's hard to find comparative data on grants of stock options and restricted stock. The NASPP's Domestic Stock Plan Surveys for 2010 and 2011 include data on grant guidelines, expiration provisions, job termination exercise rules, and M&A.
Marilyn Renninger
Learn how and when income from ISOs is subject to taxes, including the alternative minimum tax. You must consider taxes at both exercise and sale to put together an optimal strategy.
Marilyn Renninger
You're ready to delve deeper into how and when different taxes apply to NQSOs. You need to consider taxes at exercise and at sale to put together a strategy that maximizes the value of your options.
William Baldwin
Stock options are a major element of your long-term incentive compensation, offering tremendous potential to accumulate personal wealth. Given your stock options' complexity, it’s essential to develop a strategy to realize their full potential.
Marilyn Renninger
Here's some advice for financial fitness: take stock of taxes before you exercise! When and how you exercise your stock options can have a major impact on how much tax and which taxes you'll pay.
Marilyn Renninger
You cannot cash in your stock options immediately. The options must first be vested, and you don't own them forever.
Marilyn Renninger
Stock options aren't just for the folks on mahogany row any more. But turning stock options into the real green stuff takes some know-how. You need to know certain features of your grant to decide when to exercise your options and sell the stock.
Kate Victory
UPDATED! How typical are your grants of stock options or restricted stock? Compare their terms and provisions with corporate stock grant data from the NASPP's
Domestic Stock Plan Design Survey.
William Baldwin
Rather than providing you with a guarantee, today's benefit plans offer only an
opportunity to attain financial security. The decisions you must make will turn some of you into financial winners.
Michael Beriss
Managing your stock options is one of the most complex financial challenges you will face. These 10 rules will help you get the most out of them.
Sue Stevens
Morningstar.com
Stock-option fundamentals, including terms, types of options, and basic strategies, along with a checklist of core issues. (Registration is required.)
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