As Silicon Valley financial advisors, we work with many clients who are looking for advice regarding restricted stock options (RSUs), Incentive Stock Options (ISO) and Non-qualified Stock Options (NQO). These compensation structures require unique planning strategies.
Some questions we commonly hear about these unique planning situations include:
- How long should I hold on to my stock options?
- What are differences between my ISO and Non-Qualified (NQO) Stock Options?
- What are the tax consequences of exercising and holding my stock options?
- What are the tax consequences of exercising and selling my stock options?
- What are AMT taxes and when will my stock options trigger AMT?
- Where should I invest the proceeds after selling my RSUs and Stock Options?