Strategies for Exercising Non-Qualified Stock Options, Ep 43

In the last episode, the focus was on restricted stock and restricted stock units. The focus in this episode is on non-qualified stock options. Part of the reason I feel this topic is so important is that it deals with specific strategies you can use to help you optimize your non-qualified stock options. Personally, I love NSOs because there is no risk to you until you exercise the option. I won't go too far into the weeds as you can go back to episode 20 where I get into the nitty-gritty details. There is no risk because you do not own the NSOs until the point you exercise them so no taxes until then either. If the actual stock price is lower than the strike price at the time you are to exercise the option, you simply do not exercise them as it would be cheaper for you to buy them on the open stock market. Today I'll cover three specific strategies to exercise your NSOs but the best strategy is the one personalized to your individual situation. So be sure to talk to your CFP to make the best decision for you. 

You will want to hear this episode if you are interested in...

• The time-based strategy [2:51]
• Price based strategy [5:13]
• Tax based strategy [6:21]
• This week’s FLASHBACK [9:20]

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