Financial Advisor Insights

3 Ways to Manage Your Stock Options

Tips for managing equity-based compensation (Infographic). Managing stock options can be complicated and the tax implications significant.

To begin, what type of stock options do you have? Incentive stock options (ISOs) may have tax benefits if held for a certain period of time, while non-qualified stock options (NSOs) do not receive favorable tax treatment. To learn more about how stock options are taxed, check out our infographics on how incentive stock options can trigger the AMT and how non-qualified stock options are taxed.

Restricted stock units (RSUs) aren't stock options - they're equity awards. Although managing restricted stock units can be easier than managing stock options like ISOs and NSOs, they still have tax implications and require careful planning. 

Wealth Management Financial Planning Advisor

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