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.
Beth Walker
Avoid the mistakes others made during prior ups and downs in the stock markets. Common mistakes arise in nine different situations, including termination, mergers, financial planning, term expiration, and life events.
Beth Walker
Avoid the errors that many people have made, including mistakes that stem from major life events and taxes.
Joanna Glasner and Bruce Brumberg
Don't be discouraged by stock market volatility and underwater stock options. As the experts note, stock grants are tools for building wealth in the long term.
W.E.B. Bantling
Market declines rattle even the most experienced stock option veterans (and their advisors). If you are less than fully prepared to cope with the emotional toll caused by an uncertain market, consider these 10 topics.
Samuel D. Swisher
When should you exercise nonqualified stock options? You need a decision-making process that removes guesswork and emotions. Otherwise, you're likely to exercise too soon or too late.
Michael Beriss
The stock markets will one day rise again. When they do, question the urge to exercise your options for quick profits as soon as possible: exercising too early can be a big mistake.
Richard Friedman
Your company just gave you a stock option grant, or your existing options are underwater. You wonder: "What are my stock options worth? Are they worth anything at all?" Learn about different valuation methods, including Black-Scholes.
Kate Victory
UPDATED! How typical are your grants of stock options or restricted stock? Compare their terms and provisions with the results of the NASPP's
Domestic Stock Plan Design & Administration Survey.
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.
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A vesting schedule dictates when you may exercise your stock options or when the forfeiture restrictions lapse on restricted stock. A schedule is time-based if you must...
The full board of directors, the compensation committee, or an executive with expressly delegated authority...
Unless you complete the required service period of work at your company or reach the performance target...
In most cases, your exercise price for stock options is...
Graded vesting is more common than cliff vesting...
Vesting schedules are either established in advance by the board of directors when it approves the...
The specific steps vary among companies. You usually first need to make an irrevocable election to exercise...
Perhaps. Your stock plan or grant agreement may provide that the company can refuse to allow exercises if...
Yes. Vesting schedules provide for either "cliff" vesting or "graded" vesting...
No. Your company has full discretion...
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Tax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.
